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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,909 | $101,618-17.4% | $93,063-9.8% | $137,256-38.9% |
| Participation rate | 90.0% | 74.9%+15.1pp | 72.1%+17.9pp | 80.0%+10.0pp |
| Annual return | 11.88% | 223.95%-212.1pp | 34.15%-22.3pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,864 | $2,707-31.2% | $2,476-24.7% | $4,156-55.2% |
| Participant deferral / active EE | $3,068 | $4,279-28.3% | $3,958-22.5% | $6,407-52.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |