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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,819 | $86,288-4.0% | $111,306-25.6% | $85,851-3.5% |
| Participation rate | 87.3% | 73.3%+13.9pp | 77.3%+10.0pp | 69.3%+18.0pp |
| Annual return | 15.30% | 19.99%-4.7pp | 54.67%-39.4pp | 318.63%-303.3pp |
| Employer contribution / active EE | $1,326 | $2,044-35.1% | $2,732-51.4% | $2,565-48.3% |
| Participant deferral / active EE | $3,406 | $3,641-6.5% | $4,488-24.1% | $3,952-13.8% |
| Admin fee / account holder | $22 | $8,189-99.7% | $7,966-99.7% | $6,261-99.6% |