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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,442 | $115,903-45.3% | $100,528-36.9% | $158,966-60.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 19.33% | 34.80%-15.5pp | 30.90%-11.6pp | 302.95%-283.6pp |
| Employer contribution / active EE | $2,813 | $4,105-31.5% | $3,419-17.7% | $4,762-40.9% |
| Participant deferral / active EE | $4,800 | $6,677-28.1% | $6,271-23.5% | $5,983-19.8% |
| Admin fee / account holder | $20 | $11,000-99.8% | $8,084-99.8% | $11,250-99.8% |