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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,457 | $104,336-58.3% | $159,487-72.8% | $86,821-49.9% |
| Participation rate | 92.8% | 77.7%+15.1pp | 82.8%+10.0pp | 72.3%+20.5pp |
| Annual return | 15.60% | 26.32%-10.7pp | 263.71%-248.1pp | 97.94%-82.3pp |
| Employer contribution / active EE | $1,187 | $3,451-65.6% | $4,831-75.4% | $2,406-50.7% |
| Participant deferral / active EE | $3,883 | $6,837-43.2% | $7,354-47.2% | $4,132-6.0% |
| Admin fee / account holder | $130 | $172-24.4% | $10,804-98.8% | $170-23.2% |