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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,955 | $117,846-57.6% | $102,434-51.2% | $145,884-65.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 21.62% | 31.90%-10.3pp | 29.46%-7.8pp | 551.85%-530.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $15,113 | $5,733+163.6% | $5,055+199.0% | $6,690+125.9% |
| Admin fee / account holder | $245 | $13,356-98.2% | $9,462-97.4% | $13,392-98.2% |