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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,053 | $117,904-60.1% | $102,457-54.1% | $145,978-67.8% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.27% | 31.80%-16.5pp | 29.41%-14.1pp | 550.52%-535.2pp |
| Employer contribution / active EE | $3,849 | $3,613+6.5% | $3,022+27.3% | $4,662-17.4% |
| Participant deferral / active EE | $2,754 | $5,733-52.0% | $5,054-45.5% | $6,690-58.8% |
| Admin fee / account holder | $17 | $13,329-99.9% | $9,451-99.8% | $13,400-99.9% |