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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,228 | $98,776-8.7% | $149,745-39.7% | $79,856+13.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.6%+19.2pp |
| Annual return | 14.18% | 27.38%-13.2pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,585 | $3,217-19.6% | $4,646-44.4% | $2,471+4.6% |
| Participant deferral / active EE | $8,334 | $5,681+46.7% | $6,843+21.8% | $3,741+122.8% |
| Admin fee / account holder | $6 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |