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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,567 | $176,786-16.5% | $146,643+0.6% | $167,536-11.9% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 15.64% | 24.04%-8.4pp | 22.75%-7.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $2,286 | $5,161-55.7% | $4,137-44.7% | $4,839-52.8% |
| Participant deferral / active EE | $9,282 | $6,440+44.1% | $5,506+68.6% | $6,342+46.3% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |