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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,330 | $97,765-33.2% | $103,486-36.9% | $145,884-55.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 80.5%+2.8pp | 80.3%+3.0pp |
| Annual return | 11.79% | 25.44%-13.6pp | 23.93%-12.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,952 | $4,687+5.7% | $4,679+5.8% | $4,662+6.2% |
| Participant deferral / active EE | $8,490 | $6,606+28.5% | $6,628+28.1% | $6,690+26.9% |
| Admin fee / account holder | $253 | $12,505-98.0% | $9,354-97.3% | $13,392-98.1% |