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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,794 | $51,638-26.8% | $129,406-70.8% | $80,959-53.3% |
| Participation rate | 87.2% | 56.9%+30.2pp | 69.6%+17.5pp | 67.7%+19.5pp |
| Annual return | 15.37% | 20.78%-5.4pp | 9468.18%-9452.8pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,811 | $1,584+14.4% | $4,155-56.4% | $2,757-34.3% |
| Participant deferral / active EE | $2,897 | $2,670+8.5% | $4,167-30.5% | $4,300-32.6% |
| Admin fee / account holder | $17 | $4,313-99.6% | $7,689-99.8% | $6,925-99.8% |