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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,506 | $165,939-56.9% | $122,354-41.6% | $147,586-51.5% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 7.33% | 34.56%-27.2pp | 30.28%-23.0pp | 578.59%-571.3pp |
| Employer contribution / active EE | $3,986 | $5,754-30.7% | $4,051-1.6% | $4,876-18.3% |
| Participant deferral / active EE | $3,092 | $4,005-22.8% | $3,287-5.9% | $5,439-43.1% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |