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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,694 | $124,351-2.1% | $109,188+11.5% | $167,553-27.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.97% | 26.04%-9.1pp | 25.76%-8.8pp | 478.89%-461.9pp |
| Employer contribution / active EE | $1,833 | $4,210-56.4% | $3,723-50.8% | $4,840-62.1% |
| Participant deferral / active EE | $3,477 | $5,257-33.9% | $4,654-25.3% | $6,343-45.2% |
| Admin fee / account holder | $125 | $7,975-98.4% | $6,755-98.1% | $12,316-99.0% |