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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,987 | $165,939-71.7% | $122,354-61.6% | $147,586-68.2% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 9.78% | 34.56%-24.8pp | 30.28%-20.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $5,520 | $5,754-4.1% | $4,051+36.3% | $4,876+13.2% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |