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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,254 | $165,939-69.7% | $122,354-58.9% | $147,585-65.9% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 23.00% | 34.56%-11.6pp | 30.28%-7.3pp | 578.58%-555.6pp |
| Employer contribution / active EE | $5,929 | $5,754+3.0% | $4,051+46.4% | $4,876+21.6% |
| Participant deferral / active EE | $2,994 | $4,005-25.3% | $3,287-8.9% | $5,439-45.0% |
| Admin fee / account holder | $265 | $7,425-96.4% | $5,479-95.2% | $10,886-97.6% |