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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,063 | $116,203-32.0% | $93,621-15.5% | $152,909-48.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 25.45% | 35.96%-10.5pp | 32.76%-7.3pp | 345.46%-320.0pp |
| Employer contribution / active EE | $1,663 | $3,219-48.3% | $2,719-38.8% | $4,764-65.1% |
| Participant deferral / active EE | $4,060 | $4,605-11.8% | $4,070-0.2% | $5,851-30.6% |
| Admin fee / account holder | $5 | $10,751-100.0% | $7,890-99.9% | $11,601-100.0% |