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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,352 | $117,829-46.2% | $102,423-38.1% | $145,877-56.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.09% | 31.83%-20.7pp | 29.42%-18.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,953 | $3,615-46.0% | $3,023-35.4% | $4,663-58.1% |
| Participant deferral / active EE | $6,253 | $5,732+9.1% | $5,054+23.7% | $6,691-6.5% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |