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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,561 | $162,812-61.6% | $133,971-53.3% | $158,966-60.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.91% | 41.94%-26.0pp | 45.09%-29.2pp | 302.95%-287.0pp |
| Employer contribution / active EE | $1,726 | $4,976-65.3% | $3,919-56.0% | $4,762-63.8% |
| Participant deferral / active EE | $5,966 | $5,910+1.0% | $5,047+18.2% | $5,983-0.3% |
| Admin fee / account holder | $19 | $11,741-99.8% | $8,929-99.8% | $11,250-99.8% |