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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,365 | $111,301-10.7% | $112,977-12.0% | $158,966-37.5% |
| Participation rate | 83.3% | 83.5%-0.2pp | 82.6%+0.8pp | 82.0%+1.4pp |
| Annual return | 17.89% | 26.40%-8.5pp | 24.24%-6.3pp | 302.95%-285.1pp |
| Employer contribution / active EE | $3,746 | $4,471-16.2% | $4,255-12.0% | $4,762-21.3% |
| Participant deferral / active EE | $3,746 | $5,880-36.3% | $5,836-35.8% | $5,983-37.4% |
| Admin fee / account holder | $30 | $8,392-99.6% | $6,294-99.5% | $11,250-99.7% |