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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,166 | $106,267-46.2% | $96,520-40.8% | $139,456-59.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 22.01% | 38.45%-16.4pp | 35.72%-13.7pp | 373.45%-351.4pp |
| Employer contribution / active EE | $3,012 | $4,105-26.6% | $3,739-19.4% | $4,753-36.6% |
| Participant deferral / active EE | $7,716 | $5,454+41.5% | $4,879+58.1% | $6,711+15.0% |
| Admin fee / account holder | $18 | $7,882-99.8% | $6,733-99.7% | $11,407-99.8% |