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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,064 | $104,694-14.9% | $85,709+3.9% | $167,536-46.8% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.42% | 21.45%-6.0pp | 21.49%-6.1pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,051 | $3,337-38.6% | $2,619-21.7% | $4,839-57.6% |
| Participant deferral / active EE | $3,814 | $4,826-21.0% | $3,924-2.8% | $6,342-39.9% |
| Admin fee / account holder | $5 | $10,035-100.0% | $6,876-99.9% | $12,315-100.0% |