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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,598 | $211,224-78.4% | $178,505-74.5% | $145,897-68.7% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 17.28% | 30.28%-13.0pp | 27.16%-9.9pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,056 | $4,577-55.1% | $3,955-48.0% | $4,663-55.9% |
| Participant deferral / active EE | $13,699 | $6,966+96.7% | $6,280+118.1% | $6,689+104.8% |
| Admin fee / account holder | $10 | $12,109-99.9% | $10,428-99.9% | $13,390-99.9% |