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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,525 | $157,304-43.7% | $141,197-37.3% | $152,909-42.1% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.5%-12.5pp |
| Annual return | 15.58% | 64.34%-48.8pp | 71.41%-55.8pp | 345.46%-329.9pp |
| Employer contribution / active EE | $1,308 | $5,263-75.1% | $4,736-72.4% | $4,764-72.5% |
| Participant deferral / active EE | $5,687 | $7,111-20.0% | $6,710-15.2% | $5,851-2.8% |
| Admin fee / account holder | $86 | $12,126-99.3% | $10,265-99.2% | $11,601-99.3% |