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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,595 | $116,190-22.9% | $93,614-4.3% | $152,885-41.4% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 19.60% | 35.96%-16.4pp | 32.76%-13.2pp | 345.39%-325.8pp |
| Employer contribution / active EE | $2,311 | $3,219-28.2% | $2,718-15.0% | $4,763-51.5% |
| Participant deferral / active EE | $3,607 | $4,604-21.7% | $4,069-11.4% | $5,851-38.4% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |