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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,319 | $45,050+11.7% | $63,018-20.2% | $70,126-28.2% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 16.08% | 18.76%-2.7pp | 87.62%-71.5pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,144 | $2,466+68.1% | $3,330+24.5% | $3,332+24.4% |
| Admin fee / account holder | $187 | $2,834-93.4% | $3,601-94.8% | $4,645-96.0% |