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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,612 | $172,111-32.2% | $150,298-22.4% | $137,256-15.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,385 | $4,636-48.6% | $4,154-42.6% | $4,156-42.6% |
| Participant deferral / active EE | $4,766 | $6,166-22.7% | $5,453-12.6% | $6,407-25.6% |
| Admin fee / account holder | $71 | $16,471-99.6% | $14,116-99.5% | $12,270-99.4% |