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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,073 | $110,240-28.3% | $96,544-18.1% | $139,487-43.3% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 21.17% | 26.41%-5.2pp | 25.88%-4.7pp | 373.84%-352.7pp |
| Employer contribution / active EE | $1,535 | $3,622-57.6% | $2,966-48.3% | $4,755-67.7% |
| Participant deferral / active EE | $8,189 | $5,549+47.6% | $4,851+68.8% | $6,713+22.0% |
| Admin fee / account holder | $20 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |