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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,641 | $211,288-48.6% | $178,540-39.2% | $145,884-25.5% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 7.89% | 30.27%-22.4pp | 27.15%-19.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,152 | $4,574-53.0% | $3,953-45.6% | $4,662-53.8% |
| Participant deferral / active EE | $3,043 | $6,967-56.3% | $6,281-51.6% | $6,690-54.5% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |