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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,020 | $110,379-40.2% | $102,412-35.5% | $145,884-54.7% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 18.78% | 24.84%-6.1pp | 24.94%-6.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $1,788 | $4,216-57.6% | $3,870-53.8% | $4,662-61.6% |
| Participant deferral / active EE | $4,006 | $5,622-28.7% | $5,060-20.8% | $6,690-40.1% |
| Admin fee / account holder | $220 | $9,745-97.7% | $8,388-97.4% | $13,392-98.4% |