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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,979 | $103,393-7.2% | $87,103+10.2% | $152,909-37.2% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 22.44% | 28.10%-5.7pp | 28.19%-5.8pp | 345.46%-323.0pp |
| Employer contribution / active EE | $1,096 | $3,221-66.0% | $2,521-56.5% | $4,764-77.0% |
| Participant deferral / active EE | $4,017 | $4,778-15.9% | $4,049-0.8% | $5,851-31.4% |
| Admin fee / account holder | $3 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |