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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,928 | $112,729-38.0% | $98,716-29.2% | $137,256-49.1% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 18.83% | 38.48%-19.7pp | 31.81%-13.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,086 | $2,725+13.2% | $2,279+35.4% | $4,156-25.7% |
| Participant deferral / active EE | $5,646 | $4,640+21.7% | $4,048+39.5% | $6,407-11.9% |
| Admin fee / account holder | $171 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |