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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,608 | $91,179-58.8% | $178,499-78.9% | $79,852-52.9% |
| Participation rate | 74.7% | 69.2%+5.5pp | 81.9%-7.2pp | 69.6%+5.1pp |
| Annual return | 14.67% | 24.19%-9.5pp | 151.10%-136.4pp | 31.72%-17.1pp |
| Employer contribution / active EE | $1,963 | $3,256-39.7% | $5,011-60.8% | $2,471-20.6% |
| Participant deferral / active EE | $3,255 | $3,236+0.6% | $5,202-37.4% | $3,740-13.0% |
| Admin fee / account holder | $14 | $6,749-99.8% | $13,986-99.9% | $5,306-99.7% |