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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,156 | $176,838-50.7% | $146,685-40.6% | $167,518-48.0% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 17.88% | 24.04%-6.2pp | 22.75%-4.9pp | 478.71%-460.8pp |
| Employer contribution / active EE | $2,651 | $5,161-48.6% | $4,137-35.9% | $4,838-45.2% |
| Participant deferral / active EE | $3,133 | $6,441-51.3% | $5,507-43.1% | $6,342-50.6% |
| Admin fee / account holder | $263 | $13,262-98.0% | $10,281-97.4% | $12,312-97.9% |