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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,320 | $126,661-61.1% | $113,397-56.5% | $138,895-64.5% |
| Participation rate | 91.3% | 79.4%+11.9pp | 76.5%+14.8pp | 79.9%+11.4pp |
| Annual return | 18.07% | 25.05%-7.0pp | 23.20%-5.1pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,111 | $3,456-67.8% | $2,977-62.7% | $4,194-73.5% |
| Participant deferral / active EE | $3,636 | $5,693-36.1% | $5,076-28.4% | $6,396-43.2% |
| Admin fee / account holder | $1 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |