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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,807 | $110,410-18.7% | $102,437-12.3% | $145,897-38.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.96% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,466 | $4,217-65.2% | $3,871-62.1% | $4,663-68.6% |
| Participant deferral / active EE | $5,500 | $5,622-2.2% | $5,060+8.7% | $6,689-17.8% |
| Admin fee / account holder | $166 | $9,745-98.3% | $8,388-98.0% | $13,390-98.8% |