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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,016 | $110,240-6.6% | $96,544+6.7% | $139,487-26.1% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 15.07% | 26.41%-11.3pp | 25.88%-10.8pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,776 | $3,622-51.0% | $2,966-40.1% | $4,755-62.7% |
| Participant deferral / active EE | $7,316 | $5,549+31.9% | $4,851+50.8% | $6,713+9.0% |
| Admin fee / account holder | $131 | $11,602-98.9% | $8,254-98.4% | $11,407-98.8% |