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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,953 | $117,829-38.9% | $102,423-29.7% | $145,877-50.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 14.43% | 31.83%-17.4pp | 29.42%-15.0pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,973 | $3,615-17.7% | $3,023-1.6% | $4,663-36.2% |
| Participant deferral / active EE | $5,122 | $5,732-10.7% | $5,054+1.3% | $6,691-23.4% |
| Admin fee / account holder | $32 | $13,335-99.8% | $9,455-99.7% | $13,402-99.8% |