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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,511 | $96,524-47.7% | $75,900-33.5% | $152,909-67.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.5%+6.4pp |
| Annual return | 23.73% | 33.93%-10.2pp | 30.73%-7.0pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,896 | $3,311-42.7% | $2,501-24.2% | $4,764-60.2% |
| Participant deferral / active EE | $5,008 | $4,554+10.0% | $3,604+39.0% | $5,851-14.4% |
| Admin fee / account holder | $160 | $8,082-98.0% | $5,421-97.0% | $11,601-98.6% |