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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,973 | $124,980-26.4% | $108,359-15.1% | $154,746-40.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 14.02% | 45.00%-31.0pp | 36.89%-22.9pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,364 | $2,851-52.2% | $2,399-43.2% | $4,379-68.9% |
| Participant deferral / active EE | $11,750 | $4,743+147.7% | $4,137+184.0% | $6,730+74.6% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |