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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,051 | $176,838-72.3% | $146,685-66.6% | $167,518-70.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 25.31% | 24.04%+1.3pp | 22.75%+2.6pp | 478.71%-453.4pp |
| Employer contribution / active EE | $1,356 | $5,161-73.7% | $4,137-67.2% | $4,838-72.0% |
| Participant deferral / active EE | $9,971 | $6,441+54.8% | $5,507+81.1% | $6,342+57.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |