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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,886 | $124,980-60.1% | $108,359-54.0% | $154,746-67.8% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | 18.26% | 45.00%-26.7pp | 36.89%-18.6pp | 172.34%-154.1pp |
| Employer contribution / active EE | $1,187 | $2,851-58.4% | $2,399-50.5% | $4,379-72.9% |
| Participant deferral / active EE | $5,640 | $4,743+18.9% | $4,137+36.3% | $6,730-16.2% |
| Admin fee / account holder | $64 | $11,502-99.4% | $9,741-99.3% | $14,365-99.6% |