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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,967 | $83,337-17.2% | $67,834+1.7% | $273,972-74.8% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 3.70% | 259.45%-255.7pp | 138.47%-134.8pp | 41.46%-37.8pp |
| Employer contribution / active EE | $1,863 | $3,287-43.3% | $2,403-22.5% | $4,869-61.7% |
| Participant deferral / active EE | $4,339 | $4,088+6.1% | $3,160+37.3% | $5,287-17.9% |
| Admin fee / account holder | $15 | $6,752-99.8% | $4,622-99.7% | $10,133-99.9% |