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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,752 | $110,379-43.1% | $102,412-38.7% | $145,884-57.0% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.69% | 24.84%-11.1pp | 24.94%-11.2pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,659 | $4,216-36.9% | $3,870-31.3% | $4,662-43.0% |
| Participant deferral / active EE | $8,383 | $5,622+49.1% | $5,060+65.7% | $6,690+25.3% |
| Admin fee / account holder | $293 | $9,745-97.0% | $8,388-96.5% | $13,392-97.8% |