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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,279 | $111,814-39.8% | $103,378-34.9% | $145,978-53.9% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 13.66% | 24.80%-11.1pp | 24.91%-11.3pp | 550.52%-536.9pp |
| Employer contribution / active EE | $1,467 | $4,215-65.2% | $3,870-62.1% | $4,662-68.5% |
| Participant deferral / active EE | $10,275 | $5,618+82.9% | $5,058+103.2% | $6,690+53.6% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |