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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,384 | $124,314-17.6% | $109,163-6.2% | $167,518-38.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 17.71% | 26.04%-8.3pp | 25.75%-8.0pp | 478.71%-461.0pp |
| Employer contribution / active EE | $1,389 | $4,209-67.0% | $3,723-62.7% | $4,838-71.3% |
| Participant deferral / active EE | $3,510 | $5,256-33.2% | $4,654-24.6% | $6,342-44.7% |
| Admin fee / account holder | $205 | $7,973-97.4% | $6,754-97.0% | $12,312-98.3% |