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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,724 | $83,337-58.3% | $67,834-48.8% | $273,972-87.3% |
| Participation rate | 70.0% | 76.4%-6.4pp | 68.8%+1.2pp | 83.0%-13.0pp |
| Annual return | 8.16% | 259.45%-251.3pp | 138.47%-130.3pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,065 | $3,287-37.2% | $2,403-14.1% | $4,869-57.6% |
| Participant deferral / active EE | $4,396 | $4,088+7.5% | $3,160+39.1% | $5,287-16.9% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |