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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,000 | $106,247-8.7% | $96,515+0.5% | $139,466-30.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.59% | 38.47%-21.9pp | 35.73%-19.1pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,754 | $4,106-57.3% | $3,740-53.1% | $4,754-63.1% |
| Participant deferral / active EE | $8,843 | $5,456+62.1% | $4,880+81.2% | $6,712+31.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |