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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,515 | $111,814-47.7% | $103,378-43.4% | $145,978-59.9% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.99% | 24.80%-8.8pp | 24.91%-8.9pp | 550.52%-534.5pp |
| Employer contribution / active EE | $2,876 | $4,215-31.8% | $3,870-25.7% | $4,662-38.3% |
| Participant deferral / active EE | $2,944 | $5,618-47.6% | $5,058-41.8% | $6,690-56.0% |
| Admin fee / account holder | $107 | $9,764-98.9% | $8,401-98.7% | $13,400-99.2% |