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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,856 | $149,741-41.3% | $118,914-26.1% | $158,982-44.7% |
| Participation rate | 84.2% | 82.1%+2.1pp | 75.4%+8.8pp | 82.0%+2.2pp |
| Annual return | 16.18% | 19.94%-3.8pp | 35.89%-19.7pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,584 | $4,119-61.5% | $3,264-51.5% | $4,763-66.7% |
| Participant deferral / active EE | $3,748 | $5,226-28.3% | $4,266-12.1% | $5,983-37.4% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |