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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,645 | $110,337-62.3% | $102,383-59.3% | $145,877-71.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 9.76% | 24.83%-15.1pp | 24.94%-15.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,554 | $4,216-63.1% | $3,870-59.8% | $4,663-66.7% |
| Participant deferral / active EE | $2,474 | $5,621-56.0% | $5,060-51.1% | $6,691-63.0% |
| Admin fee / account holder | $124 | $9,750-98.7% | $8,391-98.5% | $13,402-99.1% |