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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,601 | $176,786-26.7% | $146,643-11.6% | $167,536-22.6% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 10.59% | 24.04%-13.5pp | 22.75%-12.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $2,861 | $5,161-44.6% | $4,137-30.9% | $4,839-40.9% |
| Participant deferral / active EE | $4,665 | $6,440-27.6% | $5,506-15.3% | $6,342-26.4% |
| Admin fee / account holder | $1 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |