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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,691 | $107,809-19.6% | $97,032-10.7% | $155,188-44.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.34% | 38.06%-19.7pp | 35.38%-17.0pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,879 | $2,911-35.5% | $2,629-28.5% | $4,248-55.8% |
| Participant deferral / active EE | $2,352 | $5,129-54.1% | $4,672-49.7% | $6,531-64.0% |
| Admin fee / account holder | $150 | $10,717-98.6% | $9,418-98.4% | $14,480-99.0% |