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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,532 | $98,240-8.9% | $82,312+8.8% | $147,586-39.3% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 12.57% | 30.85%-18.3pp | 25.88%-13.3pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,785 | $3,192-12.8% | $2,428+14.7% | $4,876-42.9% |
| Participant deferral / active EE | $7,005 | $4,383+59.8% | $3,706+89.0% | $5,439+28.8% |
| Admin fee / account holder | $2 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |