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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,497 | $85,024-45.3% | $70,544-34.1% | $139,466-66.7% |
| Participation rate | 83.3% | 73.9%+9.4pp | 68.4%+15.0pp | 80.3%+3.0pp |
| Annual return | 15.21% | 30.39%-15.2pp | 32.79%-17.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $1,114 | $3,912-71.5% | $2,976-62.6% | $4,754-76.6% |
| Participant deferral / active EE | $5,324 | $5,891-9.6% | $4,568+16.5% | $6,712-20.7% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |