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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,663 | $124,314-55.2% | $109,163-49.0% | $167,518-66.8% |
| Participation rate | 86.7% | 79.4%+7.2pp | 75.9%+10.8pp | 82.1%+4.6pp |
| Annual return | 11.80% | 26.04%-14.2pp | 25.75%-14.0pp | 478.71%-466.9pp |
| Employer contribution / active EE | $2,508 | $4,209-40.4% | $3,723-32.6% | $4,838-48.2% |
| Participant deferral / active EE | $3,379 | $5,256-35.7% | $4,654-27.4% | $6,342-46.7% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |