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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,885 | $93,346-2.6% | $71,796+26.6% | $273,972-66.8% |
| Participation rate | 95.2% | 76.5%+18.7pp | 69.1%+26.1pp | 83.0%+12.2pp |
| Annual return | 8.34% | 130.39%-122.0pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,705 | $2,733-37.6% | $1,924-11.4% | $4,869-65.0% |
| Participant deferral / active EE | $1,892 | $3,475-45.6% | $2,794-32.3% | $5,287-64.2% |
| Admin fee / account holder | $8 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |