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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,928 | $115,917-6.9% | $100,535+7.4% | $158,982-32.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 18.08% | 34.80%-16.7pp | 30.90%-12.8pp | 302.99%-284.9pp |
| Employer contribution / active EE | $833 | $4,105-79.7% | $3,419-75.6% | $4,763-82.5% |
| Participant deferral / active EE | $6,444 | $6,677-3.5% | $6,271+2.7% | $5,983+7.7% |
| Admin fee / account holder | $57 | $11,002-99.5% | $8,085-99.3% | $11,252-99.5% |