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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,828 | $88,672-2.1% | $105,223-17.5% | $82,448+5.3% |
| Participation rate | 70.6% | 67.9%+2.7pp | 75.0%-4.5pp | 68.1%+2.5pp |
| Annual return | 18.19% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,751 | $3,048-9.7% | $3,689-25.4% | $2,551+7.9% |
| Participant deferral / active EE | $4,399 | $4,036+9.0% | $5,072-13.3% | $4,139+6.3% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |