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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,262 | $123,155-12.9% | $108,753-1.4% | $155,188-30.9% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 18.25% | 44.73%-26.5pp | 37.47%-19.2pp | 148.84%-130.6pp |
| Employer contribution / active EE | $2,484 | $2,811-11.7% | $2,427+2.4% | $4,248-41.5% |
| Participant deferral / active EE | $10,289 | $4,623+122.6% | $4,115+150.1% | $6,531+57.5% |
| Admin fee / account holder | $112 | $12,126-99.1% | $10,320-98.9% | $14,480-99.2% |