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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,115 | $110,337-54.6% | $102,383-51.1% | $145,877-65.6% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 14.41% | 24.83%-10.4pp | 24.94%-10.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,132 | $4,216-49.4% | $3,870-44.9% | $4,663-54.3% |
| Participant deferral / active EE | $5,413 | $5,621-3.7% | $5,060+7.0% | $6,691-19.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |