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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,002 | $176,786-64.9% | $146,643-57.7% | $167,536-63.0% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 14.33% | 24.04%-9.7pp | 22.75%-8.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $3,389 | $5,161-34.3% | $4,137-18.1% | $4,839-30.0% |
| Participant deferral / active EE | $6,595 | $6,440+2.4% | $5,506+19.8% | $6,342+4.0% |
| Admin fee / account holder | $242 | $13,262-98.2% | $10,280-97.6% | $12,315-98.0% |