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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,068 | $117,904-11.7% | $102,457+1.6% | $145,978-28.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 17.62% | 31.80%-14.2pp | 29.41%-11.8pp | 550.52%-532.9pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $16,252 | $5,733+183.5% | $5,054+221.5% | $6,690+142.9% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |