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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,086 | $162,812-64.3% | $133,971-56.6% | $158,966-63.5% |
| Participation rate | 92.3% | 83.2%+9.1pp | 79.8%+12.5pp | 82.0%+10.3pp |
| Annual return | 24.33% | 41.94%-17.6pp | 45.09%-20.8pp | 302.95%-278.6pp |
| Employer contribution / active EE | $2,171 | $4,976-56.4% | $3,919-44.6% | $4,762-54.4% |
| Participant deferral / active EE | $4,585 | $5,910-22.4% | $5,047-9.1% | $5,983-23.4% |
| Admin fee / account holder | $57 | $11,741-99.5% | $8,929-99.4% | $11,250-99.5% |