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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,707 | $117,846-50.2% | $102,434-42.7% | $145,884-59.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 9.15% | 31.90%-22.7pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,175 | $3,615-39.8% | $3,023-28.1% | $4,662-53.3% |
| Participant deferral / active EE | $4,723 | $5,733-17.6% | $5,055-6.6% | $6,690-29.4% |
| Admin fee / account holder | $184 | $13,356-98.6% | $9,462-98.1% | $13,392-98.6% |