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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,544 | $98,240-35.3% | $82,312-22.8% | $147,586-56.9% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 14.87% | 30.85%-16.0pp | 25.88%-11.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,889 | $3,192-9.5% | $2,428+19.0% | $4,876-40.8% |
| Participant deferral / active EE | $2,685 | $4,383-38.8% | $3,706-27.6% | $5,439-50.6% |
| Admin fee / account holder | $152 | $8,563-98.2% | $5,608-97.3% | $10,886-98.6% |