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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,302 | $106,247-12.2% | $96,515-3.3% | $139,466-33.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 14.09% | 38.47%-24.4pp | 35.73%-21.6pp | 373.66%-359.6pp |
| Employer contribution / active EE | $4,572 | $4,106+11.4% | $3,740+22.3% | $4,754-3.8% |
| Participant deferral / active EE | $7,588 | $5,456+39.1% | $4,880+55.5% | $6,712+13.1% |
| Admin fee / account holder | $226 | $7,885-97.1% | $6,735-96.6% | $11,409-98.0% |