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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,641 | $211,239-48.6% | $178,528-39.1% | $145,877-25.5% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 7.89% | 30.22%-22.3pp | 27.11%-19.2pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,152 | $4,570-52.9% | $3,950-45.5% | $4,663-53.9% |
| Participant deferral / active EE | $3,043 | $6,963-56.3% | $6,278-51.5% | $6,691-54.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |