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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,528 | $110,337-54.2% | $102,383-50.6% | $145,877-65.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 15.89% | 24.83%-8.9pp | 24.94%-9.0pp | 551.28%-535.4pp |
| Employer contribution / active EE | $3,701 | $4,216-12.2% | $3,870-4.4% | $4,663-20.6% |
| Participant deferral / active EE | $9,003 | $5,621+60.2% | $5,060+77.9% | $6,691+34.6% |
| Admin fee / account holder | $182 | $9,750-98.1% | $8,391-97.8% | $13,402-98.6% |