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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,395 | $115,917-22.9% | $100,535-11.1% | $158,982-43.8% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.6pp |
| Annual return | 17.35% | 34.80%-17.5pp | 30.90%-13.5pp | 302.99%-285.6pp |
| Employer contribution / active EE | $5,417 | $4,105+31.9% | $3,419+58.4% | $4,763+13.7% |
| Participant deferral / active EE | $4,202 | $6,677-37.1% | $6,271-33.0% | $5,983-29.8% |
| Admin fee / account holder | $18 | $11,002-99.8% | $8,085-99.8% | $11,252-99.8% |