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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,969 | $103,392-44.9% | $87,104-34.6% | $152,897-62.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 22.39% | 28.10%-5.7pp | 28.19%-5.8pp | 345.43%-323.0pp |
| Employer contribution / active EE | $3,064 | $3,221-4.9% | $2,521+21.5% | $4,764-35.7% |
| Participant deferral / active EE | $6,459 | $4,778+35.2% | $4,048+59.5% | $5,851+10.4% |
| Admin fee / account holder | $35 | $12,194-99.7% | $7,491-99.5% | $11,599-99.7% |