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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,467 | $91,439-2.2% | $135,974-34.2% | $71,511+25.1% |
| Participation rate | 76.8% | 75.7%+1.2pp | 81.9%-5.1pp | 67.9%+8.9pp |
| Annual return | 24.66% | 29.90%-5.2pp | 68.30%-43.6pp | 28.86%-4.2pp |
| Employer contribution / active EE | $2,425 | $3,705-34.5% | $4,859-50.1% | $2,589-6.3% |
| Participant deferral / active EE | $5,304 | $7,093-25.2% | $7,760-31.7% | $4,291+23.6% |
| Admin fee / account holder | $6 | $1,267-99.5% | $10,767-99.9% | $1,588-99.6% |