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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,204 | $110,254-49.9% | $95,733-42.3% | $139,427-60.4% |
| Participation rate | 78.6% | 75.7%+2.8pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 16.42% | 27.13%-10.7pp | 28.37%-12.0pp | 373.27%-356.8pp |
| Employer contribution / active EE | $1,645 | $3,258-49.5% | $2,835-42.0% | $4,752-65.4% |
| Participant deferral / active EE | $6,382 | $4,675+36.5% | $4,244+50.4% | $6,711-4.9% |
| Admin fee / account holder | $22 | $6,607-99.7% | $5,673-99.6% | $11,404-99.8% |