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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,262 | $124,980-14.2% | $108,359-1.0% | $154,746-30.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 70.1%+15.6pp | 80.7%+5.0pp |
| Annual return | 18.25% | 45.00%-26.7pp | 36.89%-18.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,484 | $2,851-12.9% | $2,399+3.5% | $4,379-43.3% |
| Participant deferral / active EE | $10,289 | $4,743+116.9% | $4,137+148.7% | $6,730+52.9% |
| Admin fee / account holder | $112 | $11,502-99.0% | $9,741-98.9% | $14,365-99.2% |