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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,978 | $201,370-31.5% | $184,256-25.1% | $145,897-5.4% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 15.01% | 29.05%-14.0pp | 28.85%-13.8pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,818 | $7,024-31.4% | $6,427-25.0% | $4,663+3.3% |
| Participant deferral / active EE | $8,632 | $9,808-12.0% | $9,133-5.5% | $6,689+29.0% |
| Admin fee / account holder | $225 | $16,364-98.6% | $13,899-98.4% | $13,390-98.3% |