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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,239 | $105,856-22.3% | $90,161-8.8% | $147,586-44.3% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 21.14% | 37.63%-16.5pp | 34.89%-13.7pp | 578.59%-557.5pp |
| Employer contribution / active EE | $2,917 | $4,126-29.3% | $3,318-12.1% | $4,876-40.2% |
| Participant deferral / active EE | $6,664 | $5,733+16.3% | $5,287+26.0% | $5,439+22.5% |
| Admin fee / account holder | $139 | $8,046-98.3% | $5,943-97.7% | $10,886-98.7% |