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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,309 | $110,379-37.2% | $102,412-32.3% | $145,884-52.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.55% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $3,358 | $4,216-20.4% | $3,870-13.2% | $4,662-28.0% |
| Participant deferral / active EE | $7,795 | $5,622+38.7% | $5,060+54.0% | $6,690+16.5% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |