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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,148 | $93,346-24.9% | $71,796-2.3% | $273,972-74.4% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.1%+2.3pp | 83.0%-11.6pp |
| Annual return | 8.27% | 130.39%-122.1pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,528 | $2,733-44.1% | $1,924-20.6% | $4,869-68.6% |
| Participant deferral / active EE | $4,937 | $3,475+42.1% | $2,794+76.7% | $5,287-6.6% |
| Admin fee / account holder | $29 | $6,571-99.6% | $4,815-99.4% | $10,133-99.7% |