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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,110 | $96,731-31.7% | $123,973-46.7% | $86,983-24.0% |
| Participation rate | 96.6% | 70.0%+26.5pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | 12.20% | 17.33%-5.1pp | 388.13%-375.9pp | 25.83%-13.6pp |
| Employer contribution / active EE | $2,658 | $3,297-19.4% | $4,126-35.6% | $2,584+2.9% |
| Participant deferral / active EE | $5,079 | $4,152+22.3% | $5,247-3.2% | $4,194+21.1% |
| Admin fee / account holder | $7 | $8,722-99.9% | $11,799-99.9% | $7,856-99.9% |