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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,142 | $106,247-47.2% | $96,515-41.8% | $139,466-59.7% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.9pp |
| Annual return | 16.29% | 38.47%-22.2pp | 35.73%-19.4pp | 373.66%-357.4pp |
| Employer contribution / active EE | $4,678 | $4,106+13.9% | $3,740+25.1% | $4,754-1.6% |
| Participant deferral / active EE | $2,534 | $5,456-53.5% | $4,880-48.1% | $6,712-62.2% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |