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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,320 | $136,860-64.0% | $120,344-59.0% | $154,746-68.1% |
| Participation rate | 91.3% | 79.9%+11.4pp | 76.7%+14.6pp | 80.7%+10.6pp |
| Annual return | 18.07% | 21.38%-3.3pp | 20.30%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,111 | $3,533-68.5% | $3,020-63.2% | $4,379-74.6% |
| Participant deferral / active EE | $3,636 | $5,793-37.2% | $5,135-29.2% | $6,730-46.0% |
| Admin fee / account holder | $1 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |