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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,535 | $168,635-63.5% | $147,617-58.3% | $125,389-50.9% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -0.52% | 77.65%-78.2pp | 61.98%-62.5pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,985 | $6,252-52.3% | $5,564-46.4% | $4,866-38.7% |
| Participant deferral / active EE | $5,404 | $5,507-1.9% | $4,895+10.4% | $5,352+1.0% |
| Admin fee / account holder | $55 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |