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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,284 | $110,337-44.5% | $102,383-40.1% | $145,877-58.0% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 15.75% | 24.83%-9.1pp | 24.94%-9.2pp | 551.28%-535.5pp |
| Employer contribution / active EE | $2,180 | $4,216-48.3% | $3,870-43.7% | $4,663-53.3% |
| Participant deferral / active EE | $7,227 | $5,621+28.6% | $5,060+42.8% | $6,691+8.0% |
| Admin fee / account holder | $200 | $9,750-98.0% | $8,391-97.6% | $13,402-98.5% |