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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,183 | $115,917-32.6% | $100,535-22.2% | $158,982-50.8% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | 14.45% | 34.80%-20.4pp | 30.90%-16.4pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,503 | $4,105-63.4% | $3,419-56.0% | $4,763-68.4% |
| Participant deferral / active EE | $8,223 | $6,677+23.2% | $6,271+31.1% | $5,983+37.4% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |