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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,886 | $100,970-40.7% | $96,576-38.0% | $137,256-56.4% |
| Participation rate | 83.3% | 82.6%+0.7pp | 81.4%+1.9pp | 80.0%+3.4pp |
| Annual return | 27.47% | 38.16%-10.7pp | 38.47%-11.0pp | 220.34%-192.9pp |
| Employer contribution / active EE | $6,908 | $3,809+81.4% | $3,553+94.4% | $4,156+66.2% |
| Participant deferral / active EE | $11,635 | $8,286+40.4% | $7,956+46.2% | $6,407+81.6% |
| Admin fee / account holder | $108 | $11,312-99.0% | $11,381-99.1% | $12,270-99.1% |