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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,432 | $110,337+21.8% | $102,383+31.3% | $145,877-7.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.87% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,556 | $4,216-63.1% | $3,870-59.8% | $4,663-66.6% |
| Participant deferral / active EE | $2,915 | $5,621-48.1% | $5,060-42.4% | $6,691-56.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |