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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,860 | $111,814-37.5% | $103,378-32.4% | $145,978-52.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.40% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $4,293 | $4,215+1.8% | $3,870+10.9% | $4,662-7.9% |
| Participant deferral / active EE | $5,532 | $5,618-1.5% | $5,058+9.4% | $6,690-17.3% |
| Admin fee / account holder | $265 | $9,764-97.3% | $8,401-96.8% | $13,400-98.0% |