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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,488 | $93,346+10.9% | $71,796+44.1% | $273,972-62.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 4.33% | 130.39%-126.1pp | 78.04%-73.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $1,803 | $2,733-34.0% | $1,924-6.3% | $4,869-63.0% |
| Participant deferral / active EE | $3,018 | $3,475-13.2% | $2,794+8.0% | $5,287-42.9% |
| Admin fee / account holder | $66 | $6,571-99.0% | $4,815-98.6% | $10,133-99.3% |