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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,370 | $106,247-49.8% | $96,515-44.7% | $139,466-61.7% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.8pp |
| Annual return | 20.27% | 38.47%-18.2pp | 35.73%-15.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,153 | $4,106-47.6% | $3,740-42.4% | $4,754-54.7% |
| Participant deferral / active EE | $4,810 | $5,456-11.8% | $4,880-1.4% | $6,712-28.3% |
| Admin fee / account holder | $160 | $7,885-98.0% | $6,735-97.6% | $11,409-98.6% |