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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,399 | $117,895-19.1% | $102,460-6.9% | $145,897-34.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.62% | 31.92%-17.3pp | 29.47%-14.8pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,571 | $3,619-56.6% | $3,025-48.1% | $4,663-66.3% |
| Participant deferral / active EE | $5,916 | $5,736+3.1% | $5,056+17.0% | $6,689-11.6% |
| Admin fee / account holder | $13 | $13,353-99.9% | $9,460-99.9% | $13,390-99.9% |