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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,687 | $103,008-3.2% | $90,304+10.4% | $152,897-34.8% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.5%-4.7pp |
| Annual return | 22.02% | 95.22%-73.2pp | 78.13%-56.1pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,222 | $3,139-61.1% | $2,855-57.2% | $4,764-74.3% |
| Participant deferral / active EE | $6,868 | $4,281+60.4% | $3,885+76.8% | $5,851+17.4% |
| Admin fee / account holder | $219 | $6,175-96.5% | $5,354-95.9% | $11,599-98.1% |