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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,744 | $142,426-49.6% | $115,167-37.7% | $152,909-53.1% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.5%-7.5pp |
| Annual return | 30.22% | 41.48%-11.3pp | 35.60%-5.4pp | 345.46%-315.2pp |
| Employer contribution / active EE | $2,796 | $4,011-30.3% | $3,179-12.1% | $4,764-41.3% |
| Participant deferral / active EE | $6,765 | $5,165+31.0% | $4,169+62.3% | $5,851+15.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |