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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,506 | $100,147-20.6% | $81,286-2.2% | $145,877-45.5% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 14.76% | 34.44%-19.7pp | 24.80%-10.0pp | 551.28%-536.5pp |
| Employer contribution / active EE | $2,658 | $2,977-10.7% | $2,463+7.9% | $4,663-43.0% |
| Participant deferral / active EE | $6,503 | $4,607+41.1% | $3,883+67.5% | $6,691-2.8% |
| Admin fee / account holder | $182 | $8,201-97.8% | $5,764-96.8% | $13,402-98.6% |