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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,399 | $117,829-19.0% | $102,423-6.9% | $145,877-34.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.62% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,571 | $3,615-56.5% | $3,023-48.0% | $4,663-66.3% |
| Participant deferral / active EE | $5,916 | $5,732+3.2% | $5,054+17.0% | $6,691-11.6% |
| Admin fee / account holder | $13 | $13,335-99.9% | $9,455-99.9% | $13,402-99.9% |