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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,766 | $162,812-55.3% | $133,971-45.7% | $158,966-54.2% |
| Participation rate | 86.4% | 83.2%+3.1pp | 79.8%+6.5pp | 82.0%+4.4pp |
| Annual return | 17.45% | 41.94%-24.5pp | 45.09%-27.6pp | 302.95%-285.5pp |
| Employer contribution / active EE | $2,247 | $4,976-54.8% | $3,919-42.7% | $4,762-52.8% |
| Participant deferral / active EE | $3,600 | $5,910-39.1% | $5,047-28.7% | $5,983-39.8% |
| Admin fee / account holder | $88 | $11,741-99.3% | $8,929-99.0% | $11,250-99.2% |