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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,897 | $110,240-50.2% | $96,544-43.1% | $139,487-60.6% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.3pp | 80.3%+3.0pp |
| Annual return | 36.54% | 26.41%+10.1pp | 25.88%+10.7pp | 373.84%-337.3pp |
| Employer contribution / active EE | $1,388 | $3,622-61.7% | $2,966-53.2% | $4,755-70.8% |
| Participant deferral / active EE | $8,737 | $5,549+57.5% | $4,851+80.1% | $6,713+30.2% |
| Admin fee / account holder | $293 | $11,602-97.5% | $8,254-96.5% | $11,407-97.4% |