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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,720 | $100,004-25.3% | $81,438-8.2% | $145,959-48.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 12.30% | 34.34%-22.0pp | 24.74%-12.4pp | 561.95%-549.7pp |
| Employer contribution / active EE | $8,631 | $2,970+190.7% | $2,460+250.8% | $4,661+85.2% |
| Participant deferral / active EE | $5,733 | $4,603+24.5% | $3,883+47.6% | $6,689-14.3% |
| Admin fee / account holder | $167 | $8,202-98.0% | $5,764-97.1% | $13,398-98.8% |