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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,873 | $111,814-48.2% | $103,374-44.0% | $145,959-60.3% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+1.0pp |
| Annual return | 11.59% | 24.77%-13.2pp | 24.89%-13.3pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,320 | $4,214-68.7% | $3,869-65.9% | $4,661-71.7% |
| Participant deferral / active EE | $2,787 | $5,618-50.4% | $5,058-44.9% | $6,689-58.3% |
| Admin fee / account holder | $91 | $9,754-99.1% | $8,394-98.9% | $13,398-99.3% |