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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $111,814-53.4% | $103,374-49.6% | $145,959-64.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 11.06% | 24.77%-13.7pp | 24.89%-13.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $7,754 | $4,214+84.0% | $3,869+100.4% | $4,661+66.4% |
| Participant deferral / active EE | $3,243 | $5,618-42.3% | $5,058-35.9% | $6,689-51.5% |
| Admin fee / account holder | $293 | $9,754-97.0% | $8,394-96.5% | $13,398-97.8% |