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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,348 | $176,786-15.0% | $146,643+2.5% | $167,536-10.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.02% | 24.04%-9.0pp | 22.75%-7.7pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,058 | $5,161-60.1% | $4,137-50.3% | $4,839-57.5% |
| Participant deferral / active EE | $3,714 | $6,440-42.3% | $5,506-32.5% | $6,342-41.4% |
| Admin fee / account holder | $5 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |