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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,840 | $106,280-55.0% | $96,538-50.4% | $139,487-65.7% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 15.30% | 38.48%-23.2pp | 35.74%-20.4pp | 373.84%-358.5pp |
| Employer contribution / active EE | $2,883 | $4,107-29.8% | $3,740-22.9% | $4,755-39.4% |
| Participant deferral / active EE | $8,762 | $5,457+60.6% | $4,880+79.5% | $6,713+30.5% |
| Admin fee / account holder | $257 | $7,888-96.7% | $6,737-96.2% | $11,407-97.7% |