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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,687 | $162,785-38.1% | $133,959-24.8% | $158,950-36.7% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 14.90% | 41.94%-27.0pp | 45.09%-30.2pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,068 | $4,975-58.4% | $3,919-47.2% | $4,762-56.6% |
| Participant deferral / active EE | $4,596 | $5,910-22.2% | $5,047-8.9% | $5,983-23.2% |
| Admin fee / account holder | $122 | $11,738-99.0% | $8,928-98.6% | $11,248-98.9% |