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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,313 | $110,337-47.2% | $102,383-43.0% | $145,877-60.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.54% | 24.83%-10.3pp | 24.94%-10.4pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,852 | $4,216-32.4% | $3,870-26.3% | $4,663-38.8% |
| Participant deferral / active EE | $8,016 | $5,621+42.6% | $5,060+58.4% | $6,691+19.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |