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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,720 | $110,212-15.0% | $96,534-2.9% | $139,466-32.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 18.13% | 26.42%-8.3pp | 25.88%-7.7pp | 373.66%-355.5pp |
| Employer contribution / active EE | $3,546 | $3,620-2.0% | $2,965+19.6% | $4,754-25.4% |
| Participant deferral / active EE | $5,108 | $5,547-7.9% | $4,851+5.3% | $6,712-23.9% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |