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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,602 | $110,379-30.6% | $102,412-25.2% | $145,884-47.5% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.4pp | 80.3%+12.6pp |
| Annual return | 14.69% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $3,406 | $4,216-19.2% | $3,870-12.0% | $4,662-27.0% |
| Participant deferral / active EE | $7,004 | $5,622+24.6% | $5,060+38.4% | $6,690+4.7% |
| Admin fee / account holder | $224 | $9,745-97.7% | $8,388-97.3% | $13,392-98.3% |