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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,671 | $169,356-26.4% | $129,406-3.7% | $145,897-14.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.87% | 14418.62%-14402.7pp | 9468.18%-9452.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,961 | $5,542-64.6% | $4,155-52.8% | $4,663-57.9% |
| Participant deferral / active EE | $3,512 | $4,987-29.6% | $4,167-15.7% | $6,689-47.5% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |