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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,576 | $98,776-5.3% | $149,745-37.5% | $79,856+17.2% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.5pp | 69.6%+24.3pp |
| Annual return | 15.74% | 27.38%-11.6pp | 276.72%-261.0pp | 31.71%-16.0pp |
| Employer contribution / active EE | $4,012 | $3,217+24.7% | $4,646-13.6% | $2,471+62.4% |
| Participant deferral / active EE | $5,534 | $5,681-2.6% | $6,843-19.1% | $3,741+47.9% |
| Admin fee / account holder | $191 | $6,053-96.8% | $9,312-97.9% | $5,306-96.4% |