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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,807 | $111,814-19.7% | $103,374-13.1% | $145,959-38.5% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.96% | 24.77%-12.8pp | 24.89%-12.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,466 | $4,214-65.2% | $3,869-62.1% | $4,661-68.6% |
| Participant deferral / active EE | $5,500 | $5,618-2.1% | $5,058+8.7% | $6,689-17.8% |
| Admin fee / account holder | $166 | $9,754-98.3% | $8,394-98.0% | $13,398-98.8% |