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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,490 | $124,351-17.6% | $109,188-6.1% | $167,553-38.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 32.39% | 26.04%+6.3pp | 25.76%+6.6pp | 478.89%-446.5pp |
| Employer contribution / active EE | $3,078 | $4,210-26.9% | $3,723-17.3% | $4,840-36.4% |
| Participant deferral / active EE | $12,312 | $5,257+134.2% | $4,654+164.6% | $6,343+94.1% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |