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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,426 | $111,814-31.6% | $103,374-26.1% | $145,959-47.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 13.84% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $8,791 | $4,214+108.6% | $3,869+127.2% | $4,661+88.6% |
| Participant deferral / active EE | $1,748 | $5,618-68.9% | $5,058-65.4% | $6,689-73.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |