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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,181 | $177,595-52.0% | $148,496-42.6% | $198,609-57.1% |
| Participation rate | 85.7% | 79.3%+6.5pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 20.63% | 9.97%+10.7pp | 12.33%+8.3pp | 202.70%-182.1pp |
| Employer contribution / active EE | $4,159 | $4,098+1.5% | $3,497+18.9% | $5,055-17.7% |
| Participant deferral / active EE | $12,318 | $5,539+122.4% | $4,808+156.2% | $6,977+76.6% |
| Admin fee / account holder | $102 | $27,010-99.6% | $19,547-99.5% | $19,030-99.5% |