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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,232 | $149,679-67.8% | $117,039-58.8% | $147,586-67.3% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 24.22% | 19.31%+4.9pp | 18.95%+5.3pp | 578.59%-554.4pp |
| Employer contribution / active EE | $1,456 | $4,937-70.5% | $3,785-61.5% | $4,876-70.1% |
| Participant deferral / active EE | $2,636 | $4,912-46.3% | $3,929-32.9% | $5,439-51.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |