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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,606 | $162,812-18.6% | $133,971-1.0% | $158,966-16.6% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | 11.74% | 41.94%-30.2pp | 45.09%-33.4pp | 302.95%-291.2pp |
| Employer contribution / active EE | $2,064 | $4,976-58.5% | $3,919-47.3% | $4,762-56.7% |
| Participant deferral / active EE | $5,778 | $5,910-2.2% | $5,047+14.5% | $5,983-3.4% |
| Admin fee / account holder | $25 | $11,741-99.8% | $8,929-99.7% | $11,250-99.8% |