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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,871 | $201,370-40.0% | $184,256-34.4% | $145,897-17.2% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 23.20% | 29.05%-5.9pp | 28.85%-5.6pp | 552.29%-529.1pp |
| Employer contribution / active EE | $4,081 | $7,024-41.9% | $6,427-36.5% | $4,663-12.5% |
| Participant deferral / active EE | $7,914 | $9,808-19.3% | $9,133-13.4% | $6,689+18.3% |
| Admin fee / account holder | $137 | $16,364-99.2% | $13,899-99.0% | $13,390-99.0% |