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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,267 | $110,270-45.3% | $96,564-37.6% | $139,500-56.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.21% | 26.43%-10.2pp | 25.89%-9.7pp | 373.99%-357.8pp |
| Employer contribution / active EE | $1,403 | $3,623-61.3% | $2,967-52.7% | $4,755-70.5% |
| Participant deferral / active EE | $3,335 | $5,550-39.9% | $4,852-31.3% | $6,713-50.3% |
| Admin fee / account holder | $122 | $11,606-99.0% | $8,256-98.5% | $11,410-98.9% |