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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,348 | $106,247-11.2% | $96,515-2.2% | $139,466-32.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 12.52% | 38.47%-25.9pp | 35.73%-23.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,304 | $4,106-43.9% | $3,740-38.4% | $4,754-51.5% |
| Participant deferral / active EE | $3,665 | $5,456-32.8% | $4,880-24.9% | $6,712-45.4% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |