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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,650 | $211,288-75.6% | $178,540-71.1% | $145,884-64.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.85% | 30.27%-21.4pp | 27.15%-18.3pp | 551.85%-543.0pp |
| Employer contribution / active EE | $2,669 | $4,574-41.7% | $3,953-32.5% | $4,662-42.8% |
| Participant deferral / active EE | $4,798 | $6,967-31.1% | $6,281-23.6% | $6,690-28.3% |
| Admin fee / account holder | $18 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |