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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,279 | $110,410-1.9% | $102,437+5.7% | $145,897-25.8% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 15.81% | 24.85%-9.0pp | 24.95%-9.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,571 | $4,217-62.7% | $3,871-59.4% | $4,663-66.3% |
| Participant deferral / active EE | $4,674 | $5,622-16.9% | $5,060-7.6% | $6,689-30.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |