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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,712 | $85,060-25.1% | $70,548-9.7% | $139,456-54.3% |
| Participation rate | 76.2% | 73.9%+2.3pp | 68.3%+7.8pp | 80.3%-4.1pp |
| Annual return | 17.36% | 30.38%-13.0pp | 32.78%-15.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $1,573 | $3,911-59.8% | $2,975-47.1% | $4,753-66.9% |
| Participant deferral / active EE | $3,846 | $5,890-34.7% | $4,567-15.8% | $6,711-42.7% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |