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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,559 | $110,410-26.1% | $102,437-20.4% | $145,897-44.1% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 14.70% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,034 | $4,217-51.8% | $3,871-47.5% | $4,663-56.4% |
| Participant deferral / active EE | $8,929 | $5,622+58.8% | $5,060+76.5% | $6,689+33.5% |
| Admin fee / account holder | $209 | $9,745-97.9% | $8,388-97.5% | $13,390-98.4% |