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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,749 | $113,338-57.0% | $94,993-48.7% | $147,586-67.0% |
| Participation rate | 90.5% | 78.0%+12.5pp | 73.9%+16.6pp | 82.8%+7.6pp |
| Annual return | 16.28% | 20.80%-4.5pp | 27.14%-10.9pp | 578.59%-562.3pp |
| Employer contribution / active EE | $2,443 | $3,160-22.7% | $2,603-6.2% | $4,876-49.9% |
| Participant deferral / active EE | $6,218 | $3,777+64.6% | $3,317+87.4% | $5,439+14.3% |
| Admin fee / account holder | $168 | $6,063-97.2% | $4,960-96.6% | $10,886-98.5% |