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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,967 | $110,337-45.7% | $102,383-41.4% | $145,877-58.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 14.27% | 24.83%-10.6pp | 24.94%-10.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $3,313 | $4,216-21.4% | $3,870-14.4% | $4,663-28.9% |
| Participant deferral / active EE | $5,726 | $5,621+1.9% | $5,060+13.2% | $6,691-14.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |