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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,378 | $110,379-15.4% | $102,412-8.8% | $145,884-36.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 12.62% | 24.84%-12.2pp | 24.94%-12.3pp | 551.85%-539.2pp |
| Employer contribution / active EE | $2,108 | $4,216-50.0% | $3,870-45.5% | $4,662-54.8% |
| Participant deferral / active EE | $8,657 | $5,622+54.0% | $5,060+71.1% | $6,690+29.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |