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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,675 | $106,247-42.0% | $96,515-36.1% | $139,466-55.8% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 14.53% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $3,632 | $4,106-11.5% | $3,740-2.9% | $4,754-23.6% |
| Participant deferral / active EE | $8,476 | $5,456+55.4% | $4,880+73.7% | $6,712+26.3% |
| Admin fee / account holder | $139 | $7,885-98.2% | $6,735-97.9% | $11,409-98.8% |