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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,778 | $124,346-8.5% | $111,308+2.2% | $167,536-32.1% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 16.61% | 37.45%-20.8pp | 54.67%-38.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,801 | $3,437-18.5% | $2,732+2.5% | $4,839-42.1% |
| Participant deferral / active EE | $10,270 | $5,182+98.2% | $4,487+128.9% | $6,342+61.9% |
| Admin fee / account holder | $15 | $10,621-99.9% | $7,965-99.8% | $12,315-99.9% |