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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,120 | $117,859-39.7% | $102,438-30.6% | $145,959-51.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 11.63% | 31.72%-20.1pp | 29.37%-17.7pp | 561.95%-550.3pp |
| Employer contribution / active EE | $4,300 | $3,615+18.9% | $3,024+42.2% | $4,661-7.7% |
| Participant deferral / active EE | $7,952 | $5,732+38.7% | $5,054+57.3% | $6,689+18.9% |
| Admin fee / account holder | $133 | $13,318-99.0% | $9,448-98.6% | $13,398-99.0% |