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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,371 | $100,203-24.8% | $85,240-11.6% | $145,897-48.3% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 12.01% | 84.28%-72.3pp | 66.75%-54.7pp | 552.29%-540.3pp |
| Employer contribution / active EE | $735 | $3,242-77.3% | $2,735-73.1% | $4,663-84.2% |
| Participant deferral / active EE | $11,223 | $5,299+111.8% | $4,527+147.9% | $6,689+67.8% |
| Admin fee / account holder | $52 | $7,265-99.3% | $6,165-99.2% | $13,390-99.6% |