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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,468 | $228,352-54.7% | $185,835-44.3% | $158,966-34.9% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 7.19% | 40.81%-33.6pp | 35.96%-28.8pp | 302.95%-295.8pp |
| Employer contribution / active EE | $1,714 | $4,967-65.5% | $4,087-58.1% | $4,762-64.0% |
| Participant deferral / active EE | $6,516 | $6,416+1.6% | $5,633+15.7% | $5,983+8.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |