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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,828 | $93,345-7.0% | $119,126-27.1% | $87,485-0.8% |
| Participation rate | 70.6% | 68.7%+1.9pp | 75.8%-5.2pp | 68.9%+1.7pp |
| Annual return | 18.19% | 19.08%-0.9pp | 282.11%-263.9pp | 26.06%-7.9pp |
| Employer contribution / active EE | $2,751 | $3,172-13.3% | $4,034-31.8% | $2,596+6.0% |
| Participant deferral / active EE | $4,399 | $4,099+7.3% | $5,318-17.3% | $4,274+2.9% |
| Admin fee / account holder | $0 | $8,039-100.0% | $10,693-100.0% | $7,775-100.0% |