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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,976 | $211,239-23.8% | $178,528-9.8% | $145,877+10.4% |
| Participation rate | 71.4% | 80.8%-9.4pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 10.87% | 30.22%-19.4pp | 27.11%-16.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,231 | $4,570-51.2% | $3,950-43.5% | $4,663-52.2% |
| Participant deferral / active EE | $6,427 | $6,963-7.7% | $6,278+2.4% | $6,691-3.9% |
| Admin fee / account holder | $33 | $12,095-99.7% | $10,419-99.7% | $13,402-99.8% |