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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $211,288-53.7% | $178,540-45.2% | $145,884-33.0% |
| Participation rate | 95.0% | 80.8%+14.2pp | 77.1%+17.9pp | 80.3%+14.7pp |
| Annual return | 15.56% | 30.27%-14.7pp | 27.15%-11.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,500 | $4,574-23.5% | $3,953-11.5% | $4,662-24.9% |
| Participant deferral / active EE | $6,948 | $6,967-0.3% | $6,281+10.6% | $6,690+3.9% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |