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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,973 | $123,155-25.3% | $108,753-15.4% | $155,188-40.7% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 14.02% | 44.73%-30.7pp | 37.47%-23.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,364 | $2,811-51.5% | $2,427-43.8% | $4,248-67.9% |
| Participant deferral / active EE | $11,750 | $4,623+154.2% | $4,115+185.6% | $6,531+79.9% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |