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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,761 | $64,729-67.9% | $112,263-81.5% | $68,490-69.7% |
| Participation rate | 77.4% | 67.2%+10.3pp | 75.1%+2.4pp | 67.9%+9.5pp |
| Annual return | 71.54% | -11.40%+82.9pp | 27.49%+44.1pp | -7.85%+79.4pp |
| Employer contribution / active EE | $2,244 | $2,746-18.3% | $3,636-38.3% | $2,597-13.6% |
| Participant deferral / active EE | $4,696 | $3,566+31.7% | $4,729-0.7% | $4,028+16.6% |
| Admin fee / account holder | $140 | $5,222-97.3% | $6,410-97.8% | $5,403-97.4% |