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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,784 | $115,917-38.1% | $100,535-28.6% | $158,982-54.8% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 16.24% | 34.80%-18.6pp | 30.90%-14.7pp | 302.99%-286.8pp |
| Employer contribution / active EE | $419 | $4,105-89.8% | $3,419-87.8% | $4,763-91.2% |
| Participant deferral / active EE | $5,340 | $6,677-20.0% | $6,271-14.9% | $5,983-10.8% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |