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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,119 | $118,496-58.5% | $98,461-50.1% | $139,466-64.8% |
| Participation rate | 83.3% | 77.5%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 18.72% | 18.96%-0.2pp | 21.17%-2.5pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,532 | $3,611-57.6% | $3,049-49.8% | $4,754-67.8% |
| Participant deferral / active EE | $3,135 | $5,393-41.9% | $4,738-33.8% | $6,712-53.3% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |