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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,762 | $105,929-7.7% | $81,716+19.6% | $158,966-38.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 13.70% | 38.19%-24.5pp | 29.49%-15.8pp | 302.95%-289.2pp |
| Employer contribution / active EE | $2,946 | $7,802-62.2% | $4,310-31.7% | $4,762-38.1% |
| Participant deferral / active EE | $8,479 | $13,007-34.8% | $7,108+19.3% | $5,983+41.7% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |