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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,615 | $101,063-54.9% | $81,473-44.0% | $147,586-69.1% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 18.93% | 32.41%-13.5pp | 38.78%-19.9pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,400 | $3,206-25.1% | $2,568-6.5% | $4,876-50.8% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $3,537-100.0% | $5,439-100.0% |
| Admin fee / account holder | $184 | $5,812-96.8% | $4,561-96.0% | $10,886-98.3% |