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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,819 | $110,337-6.8% | $102,383+0.4% | $145,877-29.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.63% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,850 | $4,216-8.7% | $3,870-0.5% | $4,663-17.4% |
| Participant deferral / active EE | $4,965 | $5,621-11.7% | $5,060-1.9% | $6,691-25.8% |
| Admin fee / account holder | $14 | $9,750-99.9% | $8,391-99.8% | $13,402-99.9% |