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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,287 | $165,399-58.1% | $149,745-53.7% | $158,982-56.4% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 11.92% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $1,772 | $5,105-65.3% | $4,646-61.8% | $4,763-62.8% |
| Participant deferral / active EE | $3,843 | $7,183-46.5% | $6,843-43.8% | $5,983-35.8% |
| Admin fee / account holder | $66 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |