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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,287 | $106,280-3.8% | $96,538+6.0% | $139,487-26.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 21.78% | 38.48%-16.7pp | 35.74%-14.0pp | 373.84%-352.1pp |
| Employer contribution / active EE | $2,402 | $4,107-41.5% | $3,740-35.8% | $4,755-49.5% |
| Participant deferral / active EE | $13,940 | $5,457+155.5% | $4,880+185.6% | $6,713+107.7% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |