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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,444 | $106,247-18.6% | $96,515-10.4% | $139,466-38.0% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 16.54% | 38.47%-21.9pp | 35.73%-19.2pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,409 | $4,106-41.3% | $3,740-35.6% | $4,754-49.3% |
| Participant deferral / active EE | $7,674 | $5,456+40.7% | $4,880+57.3% | $6,712+14.3% |
| Admin fee / account holder | $5 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |