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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,314 | $124,324-35.4% | $111,303-27.8% | $167,497-52.1% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 14.57% | 37.44%-22.9pp | 54.66%-40.1pp | 478.62%-464.1pp |
| Employer contribution / active EE | $2,114 | $3,436-38.5% | $2,731-22.6% | $4,838-56.3% |
| Participant deferral / active EE | $2,859 | $5,181-44.8% | $4,488-36.3% | $6,341-54.9% |
| Admin fee / account holder | $246 | $10,620-97.7% | $7,965-96.9% | $12,310-98.0% |