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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,115 | $111,814-55.2% | $103,378-51.5% | $145,978-65.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 14.41% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $2,132 | $4,215-49.4% | $3,870-44.9% | $4,662-54.3% |
| Participant deferral / active EE | $5,413 | $5,618-3.6% | $5,058+7.0% | $6,690-19.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |