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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,231 | $48,327-23.0% | $67,575-44.9% | $80,935-54.0% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.7%+28.1pp |
| Annual return | 15.54% | 18.31%-2.8pp | 3528.98%-3513.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,076 | $2,022-46.8% | $2,736-60.7% | $2,757-61.0% |
| Participant deferral / active EE | $1,266 | $2,927-56.8% | $4,003-68.4% | $4,299-70.6% |
| Admin fee / account holder | $188 | $3,692-94.9% | $3,993-95.3% | $6,924-97.3% |