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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,232 | $114,119-24.4% | $107,187-19.5% | $138,895-37.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 19.77% | 273.21%-253.4pp | 204.55%-184.8pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,442 | $4,059-39.8% | $3,782-35.4% | $4,194-41.8% |
| Participant deferral / active EE | $7,499 | $5,538+35.4% | $5,096+47.1% | $6,396+17.2% |
| Admin fee / account holder | $45 | $10,024-99.5% | $9,162-99.5% | $12,562-99.6% |