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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,720 | $100,147-25.4% | $81,286-8.1% | $145,877-48.8% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 12.30% | 34.44%-22.1pp | 24.80%-12.5pp | 551.28%-539.0pp |
| Employer contribution / active EE | $8,631 | $2,977+189.9% | $2,463+250.5% | $4,663+85.1% |
| Participant deferral / active EE | $5,733 | $4,607+24.4% | $3,883+47.6% | $6,691-14.3% |
| Admin fee / account holder | $167 | $8,201-98.0% | $5,764-97.1% | $13,402-98.8% |