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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,609 | $102,632-38.0% | $81,988-22.4% | $158,950-60.0% |
| Participation rate | 83.3% | 75.5%+7.8pp | 69.3%+14.1pp | 82.0%+1.4pp |
| Annual return | 7.82% | 61.05%-53.2pp | 41.31%-33.5pp | 302.91%-295.1pp |
| Employer contribution / active EE | $1,760 | $3,241-45.7% | $2,498-29.6% | $4,762-63.0% |
| Participant deferral / active EE | $2,053 | $4,649-55.8% | $3,722-44.9% | $5,983-65.7% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |