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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,137 | $98,776-45.2% | $149,745-63.8% | $79,856-32.2% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.6%+8.4pp |
| Annual return | 25.71% | 27.38%-1.7pp | 276.72%-251.0pp | 31.71%-6.0pp |
| Employer contribution / active EE | $1,799 | $3,217-44.1% | $4,646-61.3% | $2,471-27.2% |
| Participant deferral / active EE | $2,597 | $5,681-54.3% | $6,843-62.0% | $3,741-30.6% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |