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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $110,379-52.8% | $102,412-49.1% | $145,884-64.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 11.06% | 24.84%-13.8pp | 24.94%-13.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $7,754 | $4,216+83.9% | $3,870+100.4% | $4,662+66.3% |
| Participant deferral / active EE | $3,243 | $5,622-42.3% | $5,060-35.9% | $6,690-51.5% |
| Admin fee / account holder | $293 | $9,745-97.0% | $8,388-96.5% | $13,392-97.8% |