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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,231 | $48,284-22.9% | $67,524-44.9% | $80,911-54.0% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.6%+28.1pp |
| Annual return | 15.54% | 18.27%-2.7pp | 3519.41%-3503.9pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,076 | $2,021-46.8% | $2,734-60.7% | $2,756-61.0% |
| Participant deferral / active EE | $1,266 | $2,927-56.8% | $4,001-68.4% | $4,297-70.5% |
| Admin fee / account holder | $188 | $3,688-94.9% | $4,001-95.3% | $6,935-97.3% |