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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,227 | $211,224-75.7% | $178,505-71.3% | $145,897-64.9% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.17% | 30.28%-18.1pp | 27.16%-15.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,465 | $4,577-24.3% | $3,955-12.4% | $4,663-25.7% |
| Participant deferral / active EE | $4,672 | $6,966-32.9% | $6,280-25.6% | $6,689-30.2% |
| Admin fee / account holder | $206 | $12,109-98.3% | $10,428-98.0% | $13,390-98.5% |