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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,791 | $111,814-6.3% | $103,374+1.4% | $145,959-28.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.82% | 24.77%-9.0pp | 24.89%-9.1pp | 561.95%-546.1pp |
| Employer contribution / active EE | $2,096 | $4,214-50.3% | $3,869-45.8% | $4,661-55.0% |
| Participant deferral / active EE | $9,294 | $5,618+65.4% | $5,058+83.8% | $6,689+38.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |