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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,384 | $117,846-46.2% | $102,434-38.1% | $145,884-56.6% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 12.86% | 31.90%-19.0pp | 29.46%-16.6pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,688 | $3,615-53.3% | $3,023-44.2% | $4,662-63.8% |
| Participant deferral / active EE | $3,563 | $5,733-37.9% | $5,055-29.5% | $6,690-46.7% |
| Admin fee / account holder | $247 | $13,356-98.2% | $9,462-97.4% | $13,392-98.2% |