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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,118 | $123,155-16.3% | $108,753-5.2% | $155,188-33.6% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 17.82% | 44.73%-26.9pp | 37.47%-19.6pp | 148.84%-131.0pp |
| Employer contribution / active EE | $6,565 | $2,811+133.5% | $2,427+170.5% | $4,248+54.5% |
| Participant deferral / active EE | $12,000 | $4,623+159.6% | $4,115+191.6% | $6,531+83.7% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |