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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,097 | $104,694-43.6% | $85,709-31.0% | $167,536-64.7% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.9%+15.9pp | 82.1%+3.6pp |
| Annual return | 9.20% | 21.45%-12.2pp | 21.49%-12.3pp | 478.82%-469.6pp |
| Employer contribution / active EE | $1,824 | $3,337-45.3% | $2,619-30.3% | $4,839-62.3% |
| Participant deferral / active EE | $7,429 | $4,826+53.9% | $3,924+89.3% | $6,342+17.1% |
| Admin fee / account holder | $132 | $10,035-98.7% | $6,876-98.1% | $12,315-98.9% |