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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,530 | $149,778-32.2% | $118,946-14.6% | $158,966-36.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 14.36% | 19.95%-5.6pp | 35.89%-21.5pp | 302.95%-288.6pp |
| Employer contribution / active EE | $1,802 | $4,117-56.2% | $3,263-44.8% | $4,762-62.2% |
| Participant deferral / active EE | $4,384 | $5,225-16.1% | $4,266+2.8% | $5,983-26.7% |
| Admin fee / account holder | $105 | $8,604-98.8% | $6,581-98.4% | $11,250-99.1% |