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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,641 | $211,105-48.5% | $178,449-39.1% | $145,978-25.6% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 7.89% | 30.19%-22.3pp | 27.09%-19.2pp | 550.52%-542.6pp |
| Employer contribution / active EE | $2,152 | $4,569-52.9% | $3,951-45.5% | $4,662-53.8% |
| Participant deferral / active EE | $3,043 | $6,959-56.3% | $6,277-51.5% | $6,690-54.5% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |