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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,911 | $162,785-66.3% | $133,959-59.0% | $158,950-65.5% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 13.10% | 41.94%-28.8pp | 45.09%-32.0pp | 302.91%-289.8pp |
| Employer contribution / active EE | $2,410 | $4,975-51.6% | $3,919-38.5% | $4,762-49.4% |
| Participant deferral / active EE | $6,823 | $5,910+15.4% | $5,047+35.2% | $5,983+14.0% |
| Admin fee / account holder | $6 | $11,738-99.9% | $8,928-99.9% | $11,248-99.9% |