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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,287 | $165,351-58.1% | $149,710-53.7% | $158,931-56.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.92% | 348.19%-336.3pp | 276.63%-264.7pp | 302.86%-290.9pp |
| Employer contribution / active EE | $1,772 | $5,103-65.3% | $4,645-61.8% | $4,761-62.8% |
| Participant deferral / active EE | $3,843 | $7,181-46.5% | $6,842-43.8% | $5,982-35.8% |
| Admin fee / account holder | $66 | $10,807-99.4% | $9,309-99.3% | $11,247-99.4% |