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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,501 | $117,829-44.4% | $102,423-36.0% | $145,877-55.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 18.07% | 31.83%-13.8pp | 29.42%-11.4pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,379 | $3,615-34.2% | $3,023-21.3% | $4,663-49.0% |
| Participant deferral / active EE | $8,734 | $5,732+52.4% | $5,054+72.8% | $6,691+30.5% |
| Admin fee / account holder | $4 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |