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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,556 | $110,379-39.7% | $102,412-35.0% | $145,884-54.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 20.66% | 24.84%-4.2pp | 24.94%-4.3pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,818 | $4,216-56.9% | $3,870-53.0% | $4,662-61.0% |
| Participant deferral / active EE | $6,369 | $5,622+13.3% | $5,060+25.9% | $6,690-4.8% |
| Admin fee / account holder | $276 | $9,745-97.2% | $8,388-96.7% | $13,392-97.9% |