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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,599 | $87,166-0.6% | $76,735+12.9% | $137,256-36.9% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 13.43% | 26.50%-13.1pp | 29.77%-16.3pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,010 | $2,904-30.8% | $2,454-18.1% | $4,156-51.6% |
| Participant deferral / active EE | $5,439 | $4,726+15.1% | $4,088+33.0% | $6,407-15.1% |
| Admin fee / account holder | $15 | $8,403-99.8% | $7,189-99.8% | $12,270-99.9% |