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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,393 | $149,741-45.6% | $118,914-31.6% | $158,982-48.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.7pp |
| Annual return | 12.95% | 19.94%-7.0pp | 35.89%-22.9pp | 302.99%-290.0pp |
| Employer contribution / active EE | $1,352 | $4,119-67.2% | $3,264-58.6% | $4,763-71.6% |
| Participant deferral / active EE | $1,662 | $5,226-68.2% | $4,266-61.0% | $5,983-72.2% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |