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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,930 | $107,809-24.9% | $97,032-16.6% | $155,188-47.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 16.90% | 38.06%-21.2pp | 35.38%-18.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,894 | $2,911-34.9% | $2,629-27.9% | $4,248-55.4% |
| Participant deferral / active EE | $11,361 | $5,129+121.5% | $4,672+143.2% | $6,531+74.0% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |