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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,022 | $152,619-55.4% | $125,195-45.7% | $152,909-55.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 28.10% | 54.85%-26.8pp | 43.79%-15.7pp | 345.46%-317.4pp |
| Employer contribution / active EE | $2,206 | $4,947-55.4% | $3,866-42.9% | $4,764-53.7% |
| Participant deferral / active EE | $2,715 | $5,869-53.7% | $4,937-45.0% | $5,851-53.6% |
| Admin fee / account holder | $201 | $13,437-98.5% | $9,704-97.9% | $11,601-98.3% |