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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,426 | $110,410-30.8% | $102,437-25.4% | $145,897-47.6% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 13.84% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $8,791 | $4,217+108.5% | $3,871+127.1% | $4,663+88.6% |
| Participant deferral / active EE | $1,748 | $5,622-68.9% | $5,060-65.4% | $6,689-73.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |