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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,941 | $110,379-44.8% | $102,412-40.5% | $145,884-58.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 19.82% | 24.84%-5.0pp | 24.94%-5.1pp | 551.85%-532.0pp |
| Employer contribution / active EE | $14,168 | $4,216+236.0% | $3,870+266.1% | $4,662+203.9% |
| Participant deferral / active EE | $10,629 | $5,622+89.1% | $5,060+110.0% | $6,690+58.9% |
| Admin fee / account holder | $58 | $9,745-99.4% | $8,388-99.3% | $13,392-99.6% |