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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,502 | $106,247+1.2% | $96,515+11.4% | $139,466-22.9% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 18.56% | 38.47%-19.9pp | 35.73%-17.2pp | 373.66%-355.1pp |
| Employer contribution / active EE | $2,378 | $4,106-42.1% | $3,740-36.4% | $4,754-50.0% |
| Participant deferral / active EE | $7,680 | $5,456+40.8% | $4,880+57.4% | $6,712+14.4% |
| Admin fee / account holder | $56 | $7,885-99.3% | $6,735-99.2% | $11,409-99.5% |