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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,810 | $91,198-42.1% | $178,503-70.4% | $79,856-33.9% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 18.90% | 24.20%-5.3pp | 151.12%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,682 | $3,257-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $3,525 | $3,237+8.9% | $5,202-32.2% | $3,741-5.8% |
| Admin fee / account holder | $205 | $6,748-97.0% | $13,987-98.5% | $5,306-96.1% |