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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,392 | $176,838-60.2% | $146,685-52.0% | $167,518-58.0% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 13.41% | 24.04%-10.6pp | 22.75%-9.3pp | 478.71%-465.3pp |
| Employer contribution / active EE | $2,261 | $5,161-56.2% | $4,137-45.3% | $4,838-53.3% |
| Participant deferral / active EE | $5,858 | $6,441-9.0% | $5,507+6.4% | $6,342-7.6% |
| Admin fee / account holder | $12 | $13,262-99.9% | $10,281-99.9% | $12,312-99.9% |