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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,139 | $98,766-0.6% | $149,730-34.5% | $79,852+22.9% |
| Participation rate | 77.3% | 75.8%+1.5pp | 82.5%-5.2pp | 69.6%+7.6pp |
| Annual return | 16.00% | 27.43%-11.4pp | 276.70%-260.7pp | 31.72%-15.7pp |
| Employer contribution / active EE | $1,377 | $3,217-57.2% | $4,645-70.4% | $2,471-44.3% |
| Participant deferral / active EE | $3,015 | $5,681-46.9% | $6,843-55.9% | $3,740-19.4% |
| Admin fee / account holder | $16 | $6,052-99.7% | $9,310-99.8% | $5,306-99.7% |