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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,759 | $103,393-46.1% | $87,103-36.0% | $152,909-63.5% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 19.45% | 28.10%-8.7pp | 28.19%-8.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,189 | $3,221-63.1% | $2,521-52.9% | $4,764-75.0% |
| Participant deferral / active EE | $8,178 | $4,778+71.2% | $4,049+102.0% | $5,851+39.8% |
| Admin fee / account holder | $102 | $12,195-99.2% | $7,491-98.6% | $11,601-99.1% |