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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,183 | $80,748-8.1% | $102,383-27.5% | $74,429-0.3% |
| Participation rate | 83.0% | 65.7%+17.4pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 12.99% | 27.57%-14.6pp | 24.94%-11.9pp | 1368.38%-1355.4pp |
| Employer contribution / active EE | $827 | $3,159-73.8% | $3,870-78.6% | $2,625-68.5% |
| Participant deferral / active EE | $5,164 | $3,861+33.8% | $5,060+2.1% | $4,348+18.8% |
| Admin fee / account holder | $43 | $2,371-98.2% | $8,391-99.5% | $1,944-97.8% |