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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,293 | $108,285-55.4% | $77,552-37.7% | $158,982-69.6% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 16.90% | 31.69%-14.8pp | 54.82%-37.9pp | 302.99%-286.1pp |
| Employer contribution / active EE | $1,293 | $1,325-2.4% | $987+31.1% | $4,763-72.8% |
| Participant deferral / active EE | $2,261 | $2,455-7.9% | $1,861+21.5% | $5,983-62.2% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,252-99.8% |