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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,053 | $117,829-60.1% | $102,423-54.1% | $145,877-67.7% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.27% | 31.83%-16.6pp | 29.42%-14.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,849 | $3,615+6.5% | $3,023+27.3% | $4,663-17.5% |
| Participant deferral / active EE | $2,754 | $5,732-52.0% | $5,054-45.5% | $6,691-58.8% |
| Admin fee / account holder | $17 | $13,335-99.9% | $9,455-99.8% | $13,402-99.9% |