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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,015 | $106,247-16.2% | $96,515-7.8% | $139,466-36.2% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.3%+10.3pp | 80.3%+4.3pp |
| Annual return | 16.45% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,495 | $4,106-63.6% | $3,740-60.0% | $4,754-68.5% |
| Participant deferral / active EE | $2,680 | $5,456-50.9% | $4,880-45.1% | $6,712-60.1% |
| Admin fee / account holder | $9 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |