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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,506 | $149,679-66.3% | $117,039-56.8% | $147,586-65.8% |
| Participation rate | 72.7% | 83.5%-10.8pp | 77.2%-4.5pp | 82.8%-10.1pp |
| Annual return | 18.25% | 19.31%-1.1pp | 18.95%-0.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,806 | $4,937-63.4% | $3,785-52.3% | $4,876-63.0% |
| Participant deferral / active EE | $3,937 | $4,912-19.9% | $3,929+0.2% | $5,439-27.6% |
| Admin fee / account holder | $270 | $7,856-96.6% | $5,974-95.5% | $10,886-97.5% |