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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,771 | $48,314+40.3% | $67,561+0.3% | $80,925-16.3% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.7%+6.7pp |
| Annual return | 14.22% | 18.28%-4.1pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,631 | $2,022-19.3% | $2,735-40.4% | $2,756-40.8% |
| Participant deferral / active EE | $2,377 | $2,927-18.8% | $4,003-40.6% | $4,299-44.7% |
| Admin fee / account holder | $1 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |