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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,319 | $118,496-55.8% | $98,461-46.9% | $139,466-62.5% |
| Participation rate | 92.3% | 77.5%+14.8pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 16.00% | 18.96%-3.0pp | 21.17%-5.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $5,417 | $3,611+50.0% | $3,049+77.7% | $4,754+13.9% |
| Participant deferral / active EE | $6,760 | $5,393+25.4% | $4,738+42.7% | $6,712+0.7% |
| Admin fee / account holder | $29 | $14,056-99.8% | $8,961-99.7% | $11,409-99.7% |