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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,120 | $117,829-39.6% | $102,423-30.6% | $145,877-51.2% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 11.63% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.7pp |
| Employer contribution / active EE | $4,300 | $3,615+19.0% | $3,023+42.2% | $4,663-7.8% |
| Participant deferral / active EE | $7,952 | $5,732+38.7% | $5,054+57.3% | $6,691+18.9% |
| Admin fee / account holder | $133 | $13,335-99.0% | $9,455-98.6% | $13,402-99.0% |