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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,536 | $111,814-20.8% | $103,378-14.4% | $145,978-39.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.10% | 24.80%-12.7pp | 24.91%-12.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $2,814 | $4,215-33.3% | $3,870-27.3% | $4,662-39.6% |
| Participant deferral / active EE | $15,298 | $5,618+172.3% | $5,058+202.5% | $6,690+128.7% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |