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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,179 | $106,247-32.1% | $96,515-25.2% | $139,466-48.2% |
| Participation rate | 90.0% | 77.8%+12.2pp | 74.3%+15.7pp | 80.3%+9.7pp |
| Annual return | 14.34% | 38.47%-24.1pp | 35.73%-21.4pp | 373.66%-359.3pp |
| Employer contribution / active EE | $6,778 | $4,106+65.1% | $3,740+81.3% | $4,754+42.6% |
| Participant deferral / active EE | $6,506 | $5,456+19.3% | $4,880+33.3% | $6,712-3.1% |
| Admin fee / account holder | $4 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |