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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,424 | $111,814-63.0% | $103,378-59.9% | $145,978-71.6% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 11.05% | 24.80%-13.7pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $5,976 | $4,215+41.8% | $3,870+54.4% | $4,662+28.2% |
| Participant deferral / active EE | $2,301 | $5,618-59.0% | $5,058-54.5% | $6,690-65.6% |
| Admin fee / account holder | $15 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |