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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,506 | $162,785-40.1% | $133,959-27.2% | $158,950-38.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 12.90% | 41.94%-29.0pp | 45.09%-32.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $2,643 | $4,975-46.9% | $3,919-32.6% | $4,762-44.5% |
| Participant deferral / active EE | $4,128 | $5,910-30.2% | $5,047-18.2% | $5,983-31.0% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |