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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,730 | $81,276-32.7% | $155,574-64.8% | $80,925-32.4% |
| Participation rate | 92.6% | 66.2%+26.3pp | 78.2%+14.4pp | 67.7%+24.9pp |
| Annual return | 13.46% | 33.36%-19.9pp | 64.87%-51.4pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,699 | $3,103-13.0% | $4,676-42.3% | $2,756-2.1% |
| Participant deferral / active EE | $5,271 | $3,453+52.7% | $5,629-6.4% | $4,299+22.6% |
| Admin fee / account holder | $11 | $7,993-99.9% | $15,914-99.9% | $6,940-99.8% |