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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,842 | $117,846-5.9% | $102,434+8.2% | $145,884-24.0% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 11.66% | 31.90%-20.2pp | 29.46%-17.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,941 | $3,615-18.6% | $3,023-2.7% | $4,662-36.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $103 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |