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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,389 | $103,393-31.9% | $87,103-19.2% | $152,909-54.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 18.70% | 28.10%-9.4pp | 28.19%-9.5pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,312 | $3,221-28.2% | $2,521-8.3% | $4,764-51.5% |
| Participant deferral / active EE | $5,501 | $4,778+15.1% | $4,049+35.9% | $5,851-6.0% |
| Admin fee / account holder | $210 | $12,195-98.3% | $7,491-97.2% | $11,601-98.2% |