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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,826 | $111,301-59.7% | $112,977-60.3% | $158,982-71.8% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.6%+6.3pp | 82.0%+6.9pp |
| Annual return | 10.65% | 26.40%-15.8pp | 24.24%-13.6pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,466 | $4,471-44.9% | $4,255-42.0% | $4,763-48.2% |
| Participant deferral / active EE | $2,754 | $5,880-53.2% | $5,836-52.8% | $5,983-54.0% |
| Admin fee / account holder | $25 | $8,392-99.7% | $6,294-99.6% | $11,252-99.8% |