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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,508 | $110,410-7.2% | $102,437+0.1% | $145,897-29.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.00% | 24.85%-9.8pp | 24.95%-9.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $3,894 | $4,217-7.7% | $3,871+0.6% | $4,663-16.5% |
| Participant deferral / active EE | $5,626 | $5,622+0.1% | $5,060+11.2% | $6,689-15.9% |
| Admin fee / account holder | $70 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |