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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,070 | $111,814-58.8% | $103,374-55.4% | $145,959-68.4% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.48% | 24.77%-10.3pp | 24.89%-10.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,074 | $4,214-27.0% | $3,869-20.5% | $4,661-34.0% |
| Participant deferral / active EE | $11,037 | $5,618+96.4% | $5,058+118.2% | $6,689+65.0% |
| Admin fee / account holder | $207 | $9,754-97.9% | $8,394-97.5% | $13,398-98.5% |