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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,948 | $162,821-28.8% | $133,978-13.5% | $158,982-27.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 21.45% | 41.95%-20.5pp | 45.10%-23.7pp | 302.99%-281.5pp |
| Employer contribution / active EE | $2,822 | $4,976-43.3% | $3,919-28.0% | $4,763-40.8% |
| Participant deferral / active EE | $14,920 | $5,910+152.4% | $5,047+195.6% | $5,983+149.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |