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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,420 | $98,776-44.9% | $149,745-63.7% | $79,856-31.9% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 19.76% | 27.38%-7.6pp | 276.72%-257.0pp | 31.71%-11.9pp |
| Employer contribution / active EE | $2,040 | $3,217-36.6% | $4,646-56.1% | $2,471-17.4% |
| Participant deferral / active EE | $3,398 | $5,681-40.2% | $6,843-50.4% | $3,741-9.2% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |