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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,463 | $162,821-59.8% | $133,978-51.1% | $158,982-58.8% |
| Participation rate | 94.7% | 83.2%+11.5pp | 79.8%+14.9pp | 82.0%+12.8pp |
| Annual return | 18.92% | 41.95%-23.0pp | 45.10%-26.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $6,768 | $4,976+36.0% | $3,919+72.7% | $4,763+42.1% |
| Participant deferral / active EE | $6,161 | $5,910+4.2% | $5,047+22.1% | $5,983+3.0% |
| Admin fee / account holder | $214 | $11,742-98.2% | $8,930-97.6% | $11,252-98.1% |