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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,346 | $97,125-9.0% | $86,233+2.5% | $137,256-35.6% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.0%+1.0pp | 80.0%-10.0pp |
| Annual return | 21.02% | 74.19%-53.2pp | 61.39%-40.4pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,689 | $2,841-5.4% | $2,504+7.4% | $4,156-35.3% |
| Participant deferral / active EE | $6,740 | $5,180+30.1% | $4,559+47.8% | $6,407+5.2% |
| Admin fee / account holder | $11 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |