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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,293 | $117,895-54.8% | $102,460-48.0% | $145,897-63.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.74% | 31.92%-22.2pp | 29.47%-19.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $4,039 | $3,619+11.6% | $3,025+33.5% | $4,663-13.4% |
| Participant deferral / active EE | $4,763 | $5,736-17.0% | $5,056-5.8% | $6,689-28.8% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |