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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,119 | $98,240-31.7% | $82,312-18.5% | $147,586-54.5% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 18.98% | 30.85%-11.9pp | 25.88%-6.9pp | 578.59%-559.6pp |
| Employer contribution / active EE | $2,039 | $3,192-36.1% | $2,428-16.0% | $4,876-58.2% |
| Participant deferral / active EE | $2,504 | $4,383-42.9% | $3,706-32.4% | $5,439-54.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |