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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,238 | $111,814-36.3% | $103,374-31.1% | $145,959-51.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.14% | 24.77%-14.6pp | 24.89%-14.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,413 | $4,214-42.7% | $3,869-37.6% | $4,661-48.2% |
| Participant deferral / active EE | $4,592 | $5,618-18.3% | $5,058-9.2% | $6,689-31.3% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |