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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,940 | $87,037-1.3% | $106,201-19.1% | $80,874+6.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 14.89% | 17.05%-2.2pp | 116.26%-101.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,632 | $2,396+9.8% | $3,170-17.0% | $2,756-4.5% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,012-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $11,039-100.0% | $6,935-100.0% |