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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,804 | $117,846-59.4% | $102,434-53.3% | $145,884-67.2% |
| Participation rate | 78.6% | 78.6%-0.1pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 13.01% | 31.90%-18.9pp | 29.46%-16.4pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,240 | $3,615-10.4% | $3,023+7.2% | $4,662-30.5% |
| Participant deferral / active EE | $5,752 | $5,733+0.3% | $5,055+13.8% | $6,690-14.0% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |