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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,731 | $124,336-56.8% | $111,303-51.7% | $167,518-67.9% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 14.37% | 37.45%-23.1pp | 54.66%-40.3pp | 478.71%-464.3pp |
| Employer contribution / active EE | $1,586 | $3,436-53.9% | $2,731-41.9% | $4,838-67.2% |
| Participant deferral / active EE | $6,459 | $5,181+24.7% | $4,487+43.9% | $6,342+1.9% |
| Admin fee / account holder | $42 | $10,623-99.6% | $7,966-99.5% | $12,312-99.7% |