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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,565 | $78,670-40.8% | $109,173-57.3% | $85,847-45.8% |
| Participation rate | 89.2% | 68.3%+21.0pp | 75.9%+13.4pp | 69.3%+19.9pp |
| Annual return | 16.40% | 25.09%-8.7pp | 25.75%-9.4pp | 318.61%-302.2pp |
| Employer contribution / active EE | $4,585 | $2,734+67.7% | $3,723+23.1% | $2,565+78.7% |
| Participant deferral / active EE | $2,007 | $3,467-42.1% | $4,654-56.9% | $3,952-49.2% |
| Admin fee / account holder | $80 | $5,469-98.5% | $6,755-98.8% | $6,261-98.7% |