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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,894 | $117,846-12.7% | $102,434+0.4% | $145,884-29.5% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 10.71% | 31.90%-21.2pp | 29.46%-18.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $3,149 | $3,615-12.9% | $3,023+4.2% | $4,662-32.5% |
| Participant deferral / active EE | $5,957 | $5,733+3.9% | $5,055+17.8% | $6,690-10.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |