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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,919 | $176,794-42.9% | $146,647-31.2% | $167,553-39.8% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 11.67% | 24.04%-12.4pp | 22.75%-11.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $2,544 | $5,161-50.7% | $4,137-38.5% | $4,840-47.4% |
| Participant deferral / active EE | $4,304 | $6,440-33.2% | $5,506-21.8% | $6,343-32.1% |
| Admin fee / account holder | $15 | $13,262-99.9% | $10,281-99.9% | $12,316-99.9% |