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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,728 | $110,337-66.7% | $102,383-64.1% | $145,877-74.8% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 19.93% | 24.83%-4.9pp | 24.94%-5.0pp | 551.28%-531.4pp |
| Employer contribution / active EE | $1,628 | $4,216-61.4% | $3,870-57.9% | $4,663-65.1% |
| Participant deferral / active EE | $5,248 | $5,621-6.6% | $5,060+3.7% | $6,691-21.6% |
| Admin fee / account holder | $141 | $9,750-98.6% | $8,391-98.3% | $13,402-98.9% |