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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,204 | $176,786-52.4% | $146,643-42.6% | $167,536-49.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 13.89% | 24.04%-10.1pp | 22.75%-8.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $2,115 | $5,161-59.0% | $4,137-48.9% | $4,839-56.3% |
| Participant deferral / active EE | $4,597 | $6,440-28.6% | $5,506-16.5% | $6,342-27.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |