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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,240 | $110,379-43.6% | $102,412-39.2% | $145,884-57.3% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.6pp |
| Annual return | 21.47% | 24.84%-3.4pp | 24.94%-3.5pp | 551.85%-530.4pp |
| Employer contribution / active EE | $2,648 | $4,216-37.2% | $3,870-31.6% | $4,662-43.2% |
| Participant deferral / active EE | $4,353 | $5,622-22.6% | $5,060-14.0% | $6,690-34.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |