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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,828 | $105,284-17.5% | $150,734-42.4% | $94,015-7.6% |
| Participation rate | 70.6% | 71.7%-1.1pp | 78.4%-7.9pp | 70.8%-0.2pp |
| Annual return | 18.19% | 15.67%+2.5pp | 600.81%-582.6pp | 17.84%+0.3pp |
| Employer contribution / active EE | $2,751 | $3,599-23.5% | $4,918-44.1% | $2,790-1.4% |
| Participant deferral / active EE | $4,399 | $4,274+2.9% | $5,610-21.6% | $4,249+3.5% |
| Admin fee / account holder | $0 | $9,839-100.0% | $14,905-100.0% | $8,951-100.0% |