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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,139 | $117,444-22.4% | $99,479-8.4% | $152,909-40.4% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.5%+7.5pp |
| Annual return | 18.85% | 31.87%-13.0pp | 30.72%-11.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,381 | $3,014-54.2% | $2,540-45.6% | $4,764-71.0% |
| Participant deferral / active EE | $7,872 | $4,086+92.6% | $3,619+117.5% | $5,851+34.5% |
| Admin fee / account holder | $0 | $7,635-100.0% | $6,253-100.0% | $11,601-100.0% |