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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,509 | $108,285-58.0% | $77,552-41.3% | $158,982-71.4% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 3.58% | 31.69%-28.1pp | 54.82%-51.2pp | 302.99%-299.4pp |
| Employer contribution / active EE | $747 | $1,325-43.6% | $987-24.3% | $4,763-84.3% |
| Participant deferral / active EE | $5,044 | $2,455+105.4% | $1,861+171.0% | $5,983-15.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |