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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,845 | $110,337-54.8% | $102,383-51.3% | $145,877-65.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 18.05% | 24.83%-6.8pp | 24.94%-6.9pp | 551.28%-533.2pp |
| Employer contribution / active EE | $3,734 | $4,216-11.4% | $3,870-3.5% | $4,663-19.9% |
| Participant deferral / active EE | $3,813 | $5,621-32.2% | $5,060-24.6% | $6,691-43.0% |
| Admin fee / account holder | $1 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |