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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,474 | $114,013-18.9% | $103,693-10.8% | $155,188-40.4% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 21.10% | 49.31%-28.2pp | 47.61%-26.5pp | 148.84%-127.7pp |
| Employer contribution / active EE | $6,930 | $3,131+121.3% | $2,920+137.3% | $4,248+63.1% |
| Participant deferral / active EE | $3,549 | $4,970-28.6% | $4,579-22.5% | $6,531-45.7% |
| Admin fee / account holder | $17 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |