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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,071 | $103,392-30.3% | $87,104-17.3% | $152,897-52.9% |
| Participation rate | 72.2% | 79.4%-7.1pp | 76.9%-4.7pp | 82.5%-10.2pp |
| Annual return | 23.18% | 28.10%-4.9pp | 28.19%-5.0pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,204 | $3,221-62.6% | $2,521-52.2% | $4,764-74.7% |
| Participant deferral / active EE | $3,087 | $4,778-35.4% | $4,048-23.7% | $5,851-47.2% |
| Admin fee / account holder | $134 | $12,194-98.9% | $7,491-98.2% | $11,599-98.8% |