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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,653 | $152,592-40.6% | $125,180-27.6% | $152,885-40.7% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.5%-9.1pp |
| Annual return | 19.51% | 54.84%-35.3pp | 43.79%-24.3pp | 345.39%-325.9pp |
| Employer contribution / active EE | $1,205 | $4,947-75.6% | $3,866-68.8% | $4,763-74.7% |
| Participant deferral / active EE | $2,370 | $5,868-59.6% | $4,937-52.0% | $5,851-59.5% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |