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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,605 | $101,798-27.7% | $165,071-55.4% | $80,935-9.1% |
| Participation rate | 72.0% | 71.8%+0.2pp | 78.6%-6.6pp | 67.7%+4.3pp |
| Annual return | 13.14% | 16.73%-3.6pp | 70.17%-57.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,483 | $2,954-49.8% | $4,347-65.9% | $2,757-46.2% |
| Participant deferral / active EE | $3,979 | $4,476-11.1% | $6,035-34.1% | $4,299-7.5% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,695-100.0% | $6,924-100.0% |