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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,546 | $106,247-28.9% | $96,515-21.7% | $139,466-45.8% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 11.59% | 38.47%-26.9pp | 35.73%-24.1pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,699 | $4,106-58.6% | $3,740-54.6% | $4,754-64.3% |
| Participant deferral / active EE | $2,869 | $5,456-47.4% | $4,880-41.2% | $6,712-57.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |