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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,353 | $117,859-42.0% | $102,438-33.3% | $145,959-53.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.94% | 31.72%-20.8pp | 29.37%-18.4pp | 561.95%-551.0pp |
| Employer contribution / active EE | $2,784 | $3,615-23.0% | $3,024-7.9% | $4,661-40.3% |
| Participant deferral / active EE | $7,980 | $5,732+39.2% | $5,054+57.9% | $6,689+19.3% |
| Admin fee / account holder | $8 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |