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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,237 | $110,240-6.4% | $96,544+6.9% | $139,487-26.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 21.09% | 26.41%-5.3pp | 25.88%-4.8pp | 373.84%-352.8pp |
| Employer contribution / active EE | $1,914 | $3,622-47.2% | $2,966-35.5% | $4,755-59.7% |
| Participant deferral / active EE | $3,053 | $5,549-45.0% | $4,851-37.1% | $6,713-54.5% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |