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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,552 | $182,442-38.9% | $163,379-31.7% | $138,895-19.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 19.51% | 72.74%-53.2pp | 63.41%-43.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,855 | $4,159-55.4% | $3,752-50.6% | $4,194-55.8% |
| Participant deferral / active EE | $4,752 | $6,817-30.3% | $6,282-24.4% | $6,396-25.7% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |