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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,909 | $48,314+3.3% | $67,561-26.1% | $80,925-38.3% |
| Participation rate | 94.4% | 66.4%+28.0pp | 72.9%+21.5pp | 67.7%+26.8pp |
| Annual return | 13.45% | 18.28%-4.8pp | 3525.44%-3512.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $2,487 | $2,022+23.0% | $2,735-9.0% | $2,756-9.8% |
| Participant deferral / active EE | $2,179 | $2,927-25.5% | $4,003-45.6% | $4,299-49.3% |
| Admin fee / account holder | $0 | $3,690-100.0% | $4,006-100.0% | $6,940-100.0% |