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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,764 | $101,063-13.2% | $81,473+7.7% | $147,586-40.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 68.0%+9.8pp | 82.8%-5.1pp |
| Annual return | 13.39% | 32.41%-19.0pp | 38.78%-25.4pp | 578.59%-565.2pp |
| Employer contribution / active EE | $1,421 | $3,206-55.7% | $2,568-44.7% | $4,876-70.9% |
| Participant deferral / active EE | $5,550 | $4,242+30.8% | $3,537+56.9% | $5,439+2.0% |
| Admin fee / account holder | $205 | $5,812-96.5% | $4,561-95.5% | $10,886-98.1% |