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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,365 | $117,904-60.7% | $102,457-54.7% | $145,978-68.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 13.14% | 31.80%-18.7pp | 29.41%-16.3pp | 550.52%-537.4pp |
| Employer contribution / active EE | $2,003 | $3,613-44.6% | $3,022-33.7% | $4,662-57.0% |
| Participant deferral / active EE | $10,605 | $5,733+85.0% | $5,054+109.8% | $6,690+58.5% |
| Admin fee / account holder | $0 | $13,329-100.0% | $9,451-100.0% | $13,400-100.0% |