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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,029 | $111,814+2.0% | $103,374+10.3% | $145,959-21.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.89%-13.7pp | 561.95%-550.8pp |
| Employer contribution / active EE | $3,676 | $4,214-12.8% | $3,869-5.0% | $4,661-21.1% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $254 | $9,754-97.4% | $8,394-97.0% | $13,398-98.1% |