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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,187 | $110,379-11.0% | $102,412-4.1% | $145,884-32.7% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.5%+10.5pp | 80.3%+4.7pp |
| Annual return | 13.25% | 24.84%-11.6pp | 24.94%-11.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,803 | $4,216-57.2% | $3,870-53.4% | $4,662-61.3% |
| Participant deferral / active EE | $5,801 | $5,622+3.2% | $5,060+14.6% | $6,690-13.3% |
| Admin fee / account holder | $203 | $9,745-97.9% | $8,388-97.6% | $13,392-98.5% |