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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,438 | $124,314-3.9% | $109,163+9.4% | $167,518-28.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 17.24% | 26.04%-8.8pp | 25.75%-8.5pp | 478.71%-461.5pp |
| Employer contribution / active EE | $1,942 | $4,209-53.9% | $3,723-47.8% | $4,838-59.9% |
| Participant deferral / active EE | $7,139 | $5,256+35.8% | $4,654+53.4% | $6,342+12.6% |
| Admin fee / account holder | $8 | $7,973-99.9% | $6,754-99.9% | $12,312-99.9% |