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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,735 | $176,786-26.6% | $146,643-11.5% | $167,536-22.6% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 12.39% | 24.04%-11.7pp | 22.75%-10.4pp | 478.82%-466.4pp |
| Employer contribution / active EE | $3,004 | $5,161-41.8% | $4,137-27.4% | $4,839-37.9% |
| Participant deferral / active EE | $8,274 | $6,440+28.5% | $5,506+50.3% | $6,342+30.5% |
| Admin fee / account holder | $177 | $13,262-98.7% | $10,280-98.3% | $12,315-98.6% |