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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,859 | $111,814-27.7% | $103,378-21.8% | $145,978-44.6% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 10.64% | 24.80%-14.2pp | 24.91%-14.3pp | 550.52%-539.9pp |
| Employer contribution / active EE | $3,465 | $4,215-17.8% | $3,870-10.5% | $4,662-25.7% |
| Participant deferral / active EE | $6,989 | $5,618+24.4% | $5,058+38.2% | $6,690+4.5% |
| Admin fee / account holder | $262 | $9,764-97.3% | $8,401-96.9% | $13,400-98.0% |