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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,111 | $162,812-61.2% | $133,971-52.9% | $158,966-60.3% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 11.95% | 41.94%-30.0pp | 45.09%-33.1pp | 302.95%-291.0pp |
| Employer contribution / active EE | $2,469 | $4,976-50.4% | $3,919-37.0% | $4,762-48.2% |
| Participant deferral / active EE | $2,768 | $5,910-53.2% | $5,047-45.2% | $5,983-53.7% |
| Admin fee / account holder | $47 | $11,741-99.6% | $8,929-99.5% | $11,250-99.6% |