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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,016 | $97,765-55.0% | $103,486-57.5% | $145,884-69.8% |
| Participation rate | 71.4% | 81.1%-9.7pp | 80.5%-9.1pp | 80.3%-8.9pp |
| Annual return | 10.98% | 25.44%-14.5pp | 23.93%-12.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,063 | $4,687-56.0% | $4,679-55.9% | $4,662-55.7% |
| Participant deferral / active EE | $4,174 | $6,606-36.8% | $6,628-37.0% | $6,690-37.6% |
| Admin fee / account holder | $20 | $12,505-99.8% | $9,354-99.8% | $13,392-99.9% |