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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,461 | $105,856-43.8% | $90,161-34.0% | $147,586-59.7% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 14.70% | 37.63%-22.9pp | 34.89%-20.2pp | 578.59%-563.9pp |
| Employer contribution / active EE | $1,788 | $4,126-56.7% | $3,318-46.1% | $4,876-63.3% |
| Participant deferral / active EE | $3,899 | $5,733-32.0% | $5,287-26.3% | $5,439-28.3% |
| Admin fee / account holder | $184 | $8,046-97.7% | $5,943-96.9% | $10,886-98.3% |