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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,885 | $115,225-30.7% | $100,712-20.7% | $138,895-42.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.60% | 40.35%-21.8pp | 33.27%-14.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,521 | $2,771-45.1% | $2,313-34.2% | $4,194-63.7% |
| Participant deferral / active EE | $8,341 | $4,699+77.5% | $4,085+104.2% | $6,396+30.4% |
| Admin fee / account holder | $270 | $10,844-97.5% | $9,256-97.1% | $12,562-97.9% |