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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,705 | $142,426-56.7% | $115,167-46.4% | $152,909-59.6% |
| Participation rate | 90.9% | 82.4%+8.5pp | 75.9%+15.0pp | 82.5%+8.5pp |
| Annual return | 22.52% | 41.48%-19.0pp | 35.60%-13.1pp | 345.46%-322.9pp |
| Employer contribution / active EE | $1,643 | $4,011-59.0% | $3,179-48.3% | $4,764-65.5% |
| Participant deferral / active EE | $7,918 | $5,165+53.3% | $4,169+89.9% | $5,851+35.3% |
| Admin fee / account holder | $60 | $8,464-99.3% | $7,089-99.2% | $11,601-99.5% |