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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,072 | $149,741-20.5% | $118,914+0.1% | $158,982-25.1% |
| Participation rate | 76.5% | 82.1%-5.6pp | 75.4%+1.1pp | 82.0%-5.5pp |
| Annual return | 8.30% | 19.94%-11.6pp | 35.89%-27.6pp | 302.99%-294.7pp |
| Employer contribution / active EE | $5,543 | $4,119+34.6% | $3,264+69.8% | $4,763+16.4% |
| Participant deferral / active EE | $2,425 | $5,226-53.6% | $4,266-43.1% | $5,983-59.5% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |