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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,276 | $65,704+0.9% | $94,229-29.7% | $59,633+11.1% |
| Participation rate | 88.9% | 72.1%+16.8pp | 78.8%+10.1pp | 68.7%+20.2pp |
| Annual return | 0.65% | 5.22%-4.6pp | 10.68%-10.0pp | 2041.45%-2040.8pp |
| Employer contribution / active EE | $6,267 | $2,021+210.2% | $3,587+74.7% | $2,203+184.5% |
| Participant deferral / active EE | $3,336 | $3,143+6.1% | $4,320-22.8% | $3,192+4.5% |
| Admin fee / account holder | $128 | $4,265-97.0% | $6,269-98.0% | $4,297-97.0% |