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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,381 | $123,155-45.3% | $108,753-38.0% | $155,188-56.6% |
| Participation rate | 85.7% | 75.6%+10.1pp | 71.1%+14.6pp | 80.8%+4.9pp |
| Annual return | 19.86% | 44.73%-24.9pp | 37.47%-17.6pp | 148.84%-129.0pp |
| Employer contribution / active EE | $2,629 | $2,811-6.5% | $2,427+8.3% | $4,248-38.1% |
| Participant deferral / active EE | $11,477 | $4,623+148.2% | $4,115+178.9% | $6,531+75.7% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,320-99.8% | $14,480-99.8% |