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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,832 | $118,496-32.6% | $98,461-18.9% | $139,466-42.8% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 9.99% | 18.96%-9.0pp | 21.17%-11.2pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,349 | $3,611-62.6% | $3,049-55.7% | $4,754-71.6% |
| Participant deferral / active EE | $2,927 | $5,393-45.7% | $4,738-38.2% | $6,712-56.4% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |