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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,806 | $106,247-36.2% | $96,515-29.7% | $139,466-51.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 21.05% | 38.47%-17.4pp | 35.73%-14.7pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,491 | $4,106-39.3% | $3,740-33.4% | $4,754-47.6% |
| Participant deferral / active EE | $6,387 | $5,456+17.1% | $4,880+30.9% | $6,712-4.8% |
| Admin fee / account holder | $29 | $7,885-99.6% | $6,735-99.6% | $11,409-99.7% |