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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,395 | $110,337-14.4% | $102,383-7.8% | $145,877-35.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 16.28% | 24.83%-8.6pp | 24.94%-8.7pp | 551.28%-535.0pp |
| Employer contribution / active EE | $2,189 | $4,216-48.1% | $3,870-43.4% | $4,663-53.1% |
| Participant deferral / active EE | $4,965 | $5,621-11.7% | $5,060-1.9% | $6,691-25.8% |
| Admin fee / account holder | $30 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |