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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,673 | $124,330-57.6% | $109,173-51.8% | $167,536-68.6% |
| Participation rate | 92.3% | 79.5%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 13.11% | 26.04%-12.9pp | 25.75%-12.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,680 | $4,209-36.3% | $3,723-28.0% | $4,839-44.6% |
| Participant deferral / active EE | $6,304 | $5,256+19.9% | $4,654+35.5% | $6,342-0.6% |
| Admin fee / account holder | $13 | $7,974-99.8% | $6,755-99.8% | $12,315-99.9% |