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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,490 | $153,769-46.4% | $133,975-38.4% | $273,972-69.9% |
| Participation rate | 93.8% | 88.4%+5.4pp | 87.1%+6.7pp | 83.0%+10.7pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,301 | $6,029-45.2% | $5,211-36.7% | $4,869-32.2% |
| Participant deferral / active EE | $7,421 | $6,958+6.7% | $6,282+18.1% | $5,287+40.4% |
| Admin fee / account holder | $169 | $11,765-98.6% | $9,324-98.2% | $10,133-98.3% |