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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,811 | $174,018-38.0% | $136,833-21.2% | $198,609-45.7% |
| Participation rate | 70.0% | 65.1%+4.9pp | 59.0%+11.0pp | 82.4%-12.4pp |
| Annual return | 13.55% | 35.16%-21.6pp | 35.32%-21.8pp | 202.70%-189.1pp |
| Employer contribution / active EE | $2,414 | $1,571+53.7% | $1,319+83.1% | $5,055-52.2% |
| Participant deferral / active EE | $6,298 | $2,873+119.2% | $2,441+158.0% | $6,977-9.7% |
| Admin fee / account holder | $63 | $5,434-98.8% | $4,706-98.7% | $19,030-99.7% |