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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,421 | $91,198-31.6% | $178,503-65.0% | $79,856-21.8% |
| Participation rate | 82.9% | 69.2%+13.6pp | 81.9%+0.9pp | 69.6%+13.2pp |
| Annual return | 17.18% | 24.20%-7.0pp | 151.12%-133.9pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,542 | $3,257+8.8% | $5,011-29.3% | $2,471+43.3% |
| Participant deferral / active EE | $2,260 | $3,237-30.2% | $5,202-56.6% | $3,741-39.6% |
| Admin fee / account holder | $188 | $6,748-97.2% | $13,987-98.7% | $5,306-96.5% |