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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,353 | $117,846-42.0% | $102,434-33.3% | $145,884-53.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.94% | 31.90%-21.0pp | 29.46%-18.5pp | 551.85%-540.9pp |
| Employer contribution / active EE | $2,784 | $3,615-23.0% | $3,023-7.9% | $4,662-40.3% |
| Participant deferral / active EE | $7,980 | $5,733+39.2% | $5,055+57.9% | $6,690+19.3% |
| Admin fee / account holder | $8 | $13,356-99.9% | $9,462-99.9% | $13,392-99.9% |