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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,109 | $211,288-73.9% | $178,540-69.1% | $145,884-62.2% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.29% | 30.27%-18.0pp | 27.15%-14.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $4,375 | $4,574-4.3% | $3,953+10.7% | $4,662-6.2% |
| Participant deferral / active EE | $1,909 | $6,967-72.6% | $6,281-69.6% | $6,690-71.5% |
| Admin fee / account holder | $259 | $12,105-97.9% | $10,424-97.5% | $13,392-98.1% |