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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,897 | $79,045-21.7% | $100,378-38.3% | $74,429-16.8% |
| Participation rate | 94.4% | 79.4%+14.9pp | 81.5%+12.8pp | 67.2%+27.1pp |
| Annual return | 16.14% | 20.61%-4.5pp | 49.41%-33.3pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $2,753 | $3,015-8.7% | $3,942-30.2% | $2,625+4.9% |
| Participant deferral / active EE | $22,290 | $7,751+187.6% | $8,087+175.6% | $4,348+412.6% |
| Admin fee / account holder | $22 | $1,335-98.4% | $7,899-99.7% | $1,944-98.9% |