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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,867 | $91,037-37.5% | $71,671-20.7% | $147,586-61.5% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 24.18% | 20.48%+3.7pp | 20.65%+3.5pp | 578.59%-554.4pp |
| Employer contribution / active EE | $3,552 | $3,327+6.8% | $2,460+44.4% | $4,876-27.2% |
| Participant deferral / active EE | $3,955 | $4,498-12.1% | $3,438+15.0% | $5,439-27.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |