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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,976 | $211,224-23.8% | $178,505-9.8% | $145,897+10.3% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.87% | 30.28%-19.4pp | 27.16%-16.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,231 | $4,577-51.3% | $3,955-43.6% | $4,663-52.2% |
| Participant deferral / active EE | $6,427 | $6,966-7.7% | $6,280+2.3% | $6,689-3.9% |
| Admin fee / account holder | $33 | $12,109-99.7% | $10,428-99.7% | $13,390-99.8% |