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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,243 | $93,346-11.9% | $71,796+14.6% | $273,972-70.0% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 8.03% | 130.39%-122.4pp | 78.04%-70.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $660 | $2,733-75.9% | $1,924-65.7% | $4,869-86.4% |
| Participant deferral / active EE | $2,942 | $3,475-15.3% | $2,794+5.3% | $5,287-44.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |