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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,476 | $162,821-67.2% | $133,978-60.1% | $158,982-66.4% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 20.83% | 41.95%-21.1pp | 45.10%-24.3pp | 302.99%-282.2pp |
| Employer contribution / active EE | $3,554 | $4,976-28.6% | $3,919-9.3% | $4,763-25.4% |
| Participant deferral / active EE | $7,415 | $5,910+25.5% | $5,047+46.9% | $5,983+23.9% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |