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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,964 | $105,856-46.2% | $90,161-36.8% | $147,585-61.4% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 17.00% | 37.63%-20.6pp | 34.89%-17.9pp | 578.58%-561.6pp |
| Employer contribution / active EE | $3,688 | $4,126-10.6% | $3,318+11.2% | $4,876-24.4% |
| Participant deferral / active EE | $8,801 | $5,733+53.5% | $5,287+66.5% | $5,439+61.8% |
| Admin fee / account holder | $15 | $8,046-99.8% | $5,943-99.8% | $10,886-99.9% |