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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,038 | $106,247-51.0% | $96,515-46.1% | $139,466-62.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 19.67% | 38.47%-18.8pp | 35.73%-16.1pp | 373.66%-354.0pp |
| Employer contribution / active EE | $3,174 | $4,106-22.7% | $3,740-15.1% | $4,754-33.2% |
| Participant deferral / active EE | $8,301 | $5,456+52.2% | $4,880+70.1% | $6,712+23.7% |
| Admin fee / account holder | $18 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |