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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,128 | $51,222-2.1% | $70,544-28.9% | $75,173-33.3% |
| Participation rate | 96.0% | 61.0%+35.0pp | 68.4%+27.6pp | 67.2%+28.8pp |
| Annual return | 19.18% | 30.06%-10.9pp | 32.79%-13.6pp | 160.72%-141.5pp |
| Employer contribution / active EE | $5,866 | $1,827+221.1% | $2,976+97.1% | $2,671+119.6% |
| Participant deferral / active EE | $1,754 | $2,850-38.5% | $4,568-61.6% | $4,126-57.5% |
| Admin fee / account holder | $294 | $4,096-92.8% | $6,427-95.4% | $5,651-94.8% |