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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,325 | $103,392-24.2% | $87,104-10.1% | $152,897-48.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 21.98% | 28.10%-6.1pp | 28.19%-6.2pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,655 | $3,221-48.6% | $2,521-34.4% | $4,764-65.3% |
| Participant deferral / active EE | $2,325 | $4,778-51.3% | $4,048-42.6% | $5,851-60.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |