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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,708 | $168,635-60.4% | $147,617-54.8% | $125,389-46.8% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,972 | $6,252-52.5% | $5,564-46.6% | $4,866-38.9% |
| Participant deferral / active EE | $5,184 | $5,507-5.9% | $4,895+5.9% | $5,352-3.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |