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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,831 | $149,741-25.3% | $118,914-6.0% | $158,982-29.7% |
| Participation rate | 71.4% | 82.1%-10.7pp | 75.4%-4.0pp | 82.0%-10.5pp |
| Annual return | 17.53% | 19.94%-2.4pp | 35.89%-18.4pp | 302.99%-285.5pp |
| Employer contribution / active EE | $931 | $4,119-77.4% | $3,264-71.5% | $4,763-80.4% |
| Participant deferral / active EE | $1,467 | $5,226-71.9% | $4,266-65.6% | $5,983-75.5% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |