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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,912 | $106,280-41.7% | $96,538-35.9% | $139,487-55.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.44% | 38.48%-23.0pp | 35.74%-20.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $877 | $4,107-78.6% | $3,740-76.6% | $4,755-81.6% |
| Participant deferral / active EE | $3,767 | $5,457-31.0% | $4,880-22.8% | $6,713-43.9% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |