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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,787 | $115,225-50.7% | $100,712-43.6% | $138,895-59.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 19.20% | 40.35%-21.2pp | 33.27%-14.1pp | 145.39%-126.2pp |
| Employer contribution / active EE | $5,306 | $2,771+91.5% | $2,313+129.4% | $4,194+26.5% |
| Participant deferral / active EE | $2,306 | $4,699-50.9% | $4,085-43.6% | $6,396-64.0% |
| Admin fee / account holder | $119 | $10,844-98.9% | $9,256-98.7% | $12,562-99.1% |