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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,357 | $91,179-42.6% | $178,499-70.7% | $79,852-34.4% |
| Participation rate | 80.6% | 69.2%+11.4pp | 81.9%-1.3pp | 69.6%+11.0pp |
| Annual return | 17.95% | 24.19%-6.2pp | 151.10%-133.2pp | 31.72%-13.8pp |
| Employer contribution / active EE | $4,058 | $3,256+24.6% | $5,011-19.0% | $2,471+64.2% |
| Participant deferral / active EE | $2,565 | $3,236-20.7% | $5,202-50.7% | $3,740-31.4% |
| Admin fee / account holder | $0 | $6,749-100.0% | $13,986-100.0% | $5,306-100.0% |