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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,459 | $140,578-51.3% | $100,671-32.0% | $125,393-45.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 70.7%+12.6pp | 83.2%+0.1pp |
| Annual return | 1.68% | 24.67%-23.0pp | 20.43%-18.7pp | 282.23%-280.6pp |
| Employer contribution / active EE | $8,872 | $5,965+48.7% | $4,012+121.1% | $4,866+82.3% |
| Participant deferral / active EE | $994 | $3,981-75.0% | $3,144-68.4% | $5,351-81.4% |
| Admin fee / account holder | -$54 | $6,716-100.8% | $4,850-101.1% | $9,541-100.6% |