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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,542 | $106,267-4.4% | $96,520+5.2% | $139,456-27.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.12% | 38.45%-20.3pp | 35.72%-17.6pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,277 | $4,105-44.5% | $3,739-39.1% | $4,753-52.1% |
| Participant deferral / active EE | $8,541 | $5,454+56.6% | $4,879+75.1% | $6,711+27.3% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |