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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,818 | $116,203-32.2% | $93,621-15.8% | $152,909-48.5% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,192 | $3,219-63.0% | $2,719-56.1% | $4,764-75.0% |
| Participant deferral / active EE | $2,610 | $4,605-43.3% | $4,070-35.9% | $5,851-55.4% |
| Admin fee / account holder | $186 | $10,751-98.3% | $7,890-97.6% | $11,601-98.4% |