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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,871 | $201,344-40.0% | $184,243-34.4% | $145,877-17.1% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 23.20% | 29.01%-5.8pp | 28.82%-5.6pp | 551.28%-528.1pp |
| Employer contribution / active EE | $4,081 | $7,022-41.9% | $6,427-36.5% | $4,663-12.5% |
| Participant deferral / active EE | $7,914 | $9,807-19.3% | $9,132-13.3% | $6,691+18.3% |
| Admin fee / account holder | $137 | $16,382-99.2% | $13,914-99.0% | $13,402-99.0% |