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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,371 | $100,073-24.7% | $85,126-11.5% | $145,877-48.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 12.01% | 84.11%-72.1pp | 66.63%-54.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $735 | $3,236-77.3% | $2,731-73.1% | $4,663-84.2% |
| Participant deferral / active EE | $11,223 | $5,294+112.0% | $4,523+148.1% | $6,691+67.7% |
| Admin fee / account holder | $52 | $7,261-99.3% | $6,160-99.2% | $13,402-99.6% |