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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,367 | $101,618-46.5% | $93,063-41.6% | $137,256-60.4% |
| Participation rate | 73.7% | 74.9%-1.3pp | 72.1%+1.6pp | 80.0%-6.3pp |
| Annual return | 13.45% | 223.95%-210.5pp | 34.15%-20.7pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,309 | $2,707+22.2% | $2,476+33.6% | $4,156-20.4% |
| Participant deferral / active EE | $5,824 | $4,279+36.1% | $3,958+47.1% | $6,407-9.1% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |