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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,758 | $97,078-49.8% | $103,065-52.7% | $145,897-66.6% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.6%+6.9pp | 80.3%+7.2pp |
| Annual return | 12.02% | 25.49%-13.5pp | 23.95%-11.9pp | 552.29%-540.3pp |
| Employer contribution / active EE | $4,399 | $4,680-6.0% | $4,675-5.9% | $4,663-5.7% |
| Participant deferral / active EE | $11,953 | $6,601+81.1% | $6,625+80.4% | $6,689+78.7% |
| Admin fee / account holder | $297 | $12,505-97.6% | $9,349-96.8% | $13,390-97.8% |