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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,198 | $155,833-42.8% | $124,693-28.5% | $167,536-46.8% |
| Participation rate | 76.9% | 81.1%-4.2pp | 74.6%+2.3pp | 82.1%-5.2pp |
| Annual return | 16.96% | 17.98%-1.0pp | 5144.19%-5127.2pp | 478.82%-461.9pp |
| Employer contribution / active EE | $1,953 | $4,164-53.1% | $3,324-41.3% | $4,839-59.6% |
| Participant deferral / active EE | $2,775 | $5,675-51.1% | $4,615-39.9% | $6,342-56.2% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |