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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,536 | $110,337-19.8% | $102,383-13.5% | $145,877-39.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.10% | 24.83%-12.7pp | 24.94%-12.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $2,814 | $4,216-33.3% | $3,870-27.3% | $4,663-39.7% |
| Participant deferral / active EE | $15,298 | $5,621+172.2% | $5,060+202.4% | $6,691+128.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |