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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,226 | $98,240-3.1% | $82,312+15.7% | $147,586-35.5% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 13.18% | 30.85%-17.7pp | 25.88%-12.7pp | 578.59%-565.4pp |
| Employer contribution / active EE | $1,490 | $3,192-53.3% | $2,428-38.6% | $4,876-69.4% |
| Participant deferral / active EE | $3,925 | $4,383-10.5% | $3,706+5.9% | $5,439-27.8% |
| Admin fee / account holder | $71 | $8,563-99.2% | $5,608-98.7% | $10,886-99.3% |