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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,527 | $69,248-18.4% | $64,101-11.8% | $139,466-59.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.31% | 45.95%-34.6pp | 33.72%-22.4pp | 373.66%-362.4pp |
| Employer contribution / active EE | $3,143 | $3,185-1.3% | $2,749+14.4% | $4,754-33.9% |
| Participant deferral / active EE | $2,555 | $4,682-45.4% | $3,881-34.2% | $6,712-61.9% |
| Admin fee / account holder | $205 | $4,247-95.2% | $3,070-93.3% | $11,409-98.2% |