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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,732 | $124,351-11.8% | $109,188+0.5% | $167,553-34.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.65% | 26.04%-13.4pp | 25.76%-13.1pp | 478.89%-466.2pp |
| Employer contribution / active EE | $5,233 | $4,210+24.3% | $3,723+40.6% | $4,840+8.1% |
| Participant deferral / active EE | $4,233 | $5,257-19.5% | $4,654-9.0% | $6,343-33.3% |
| Admin fee / account holder | $83 | $7,975-99.0% | $6,755-98.8% | $12,316-99.3% |