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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,261 | $115,917-34.2% | $100,535-24.1% | $158,982-52.0% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 15.62% | 34.80%-19.2pp | 30.90%-15.3pp | 302.99%-287.4pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,272 | $6,677-6.1% | $6,2710% | $5,983+4.8% |
| Admin fee / account holder | $249 | $11,002-97.7% | $8,085-96.9% | $11,252-97.8% |