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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,997 | $113,941-48.2% | $94,229-37.4% | $125,389-52.9% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 76.07% | 5.29%+70.8pp | 10.68%+65.4pp | 282.24%-206.2pp |
| Employer contribution / active EE | $2,163 | $4,727-54.2% | $3,587-39.7% | $4,866-55.5% |
| Participant deferral / active EE | $9,431 | $5,179+82.1% | $4,320+118.3% | $5,352+76.2% |
| Admin fee / account holder | $217 | $8,392-97.4% | $6,269-96.5% | $9,541-97.7% |