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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,534 | $113,339-11.3% | $94,993+5.8% | $147,585-31.9% |
| Participation rate | 79.2% | 78.0%+1.2pp | 73.9%+5.3pp | 82.8%-3.7pp |
| Annual return | 18.34% | 20.77%-2.4pp | 27.12%-8.8pp | 578.56%-560.2pp |
| Employer contribution / active EE | $2,027 | $3,160-35.9% | $2,603-22.2% | $4,876-58.4% |
| Participant deferral / active EE | $5,064 | $3,777+34.1% | $3,317+52.7% | $5,439-6.9% |
| Admin fee / account holder | $3 | $6,063-100.0% | $4,960-99.9% | $10,885-100.0% |