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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,427 | $106,280-16.8% | $96,538-8.4% | $139,487-36.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 19.60% | 38.48%-18.9pp | 35.74%-16.1pp | 373.84%-354.2pp |
| Employer contribution / active EE | $1,623 | $4,107-60.5% | $3,740-56.6% | $4,755-65.9% |
| Participant deferral / active EE | $13,558 | $5,457+148.5% | $4,880+177.8% | $6,713+102.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |