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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,971 | $110,410-15.8% | $102,437-9.2% | $145,897-36.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.07% | 24.85%-10.8pp | 24.95%-10.9pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,491 | $4,217-64.6% | $3,871-61.5% | $4,663-68.0% |
| Participant deferral / active EE | $5,276 | $5,622-6.2% | $5,060+4.3% | $6,689-21.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |