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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,753 | $127,779-60.3% | $106,551-52.4% | $167,518-69.7% |
| Participation rate | 75.0% | 78.3%-3.3pp | 76.1%-1.1pp | 82.1%-7.1pp |
| Annual return | 17.18% | 33.87%-16.7pp | 26.80%-9.6pp | 478.71%-461.5pp |
| Employer contribution / active EE | $1,516 | $3,427-55.8% | $2,819-46.2% | $4,838-68.7% |
| Participant deferral / active EE | $5,444 | $5,088+7.0% | $4,398+23.8% | $6,342-14.2% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |