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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,147 | $103,957-14.2% | $69,182+28.9% | $273,968-67.5% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 7.57% | 35.28%-27.7pp | -21.94%+29.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $17,560 | $1,781+886.0% | $1,205+1357.1% | $4,869+260.7% |
| Participant deferral / active EE | $9,150 | $2,716+236.9% | $1,896+382.5% | $5,287+73.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |