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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,204 | $110,303-50.0% | $95,759-42.4% | $139,487-60.4% |
| Participation rate | 78.6% | 75.7%+2.8pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 16.42% | 27.19%-10.8pp | 28.42%-12.0pp | 373.84%-357.4pp |
| Employer contribution / active EE | $1,645 | $3,261-49.6% | $2,836-42.0% | $4,755-65.4% |
| Participant deferral / active EE | $6,382 | $4,674+36.5% | $4,244+50.4% | $6,713-4.9% |
| Admin fee / account holder | $22 | $6,615-99.7% | $5,678-99.6% | $11,407-99.8% |