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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,757 | $93,346-40.3% | $71,796-22.3% | $273,972-79.6% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 83.0%+9.3pp |
| Annual return | 8.40% | 130.39%-122.0pp | 78.04%-69.6pp | 41.46%-33.1pp |
| Employer contribution / active EE | $3,692 | $2,733+35.1% | $1,924+91.9% | $4,869-24.2% |
| Participant deferral / active EE | $2,820 | $3,475-18.9% | $2,794+0.9% | $5,287-46.7% |
| Admin fee / account holder | $17 | $6,571-99.7% | $4,815-99.6% | $10,133-99.8% |