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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,417 | $101,069-68.9% | $81,478-61.4% | $147,585-78.7% |
| Participation rate | 95.0% | 74.5%+20.5pp | 68.0%+27.0pp | 82.8%+12.2pp |
| Annual return | 13.73% | 32.40%-18.7pp | 38.78%-25.0pp | 578.57%-564.8pp |
| Employer contribution / active EE | $1,024 | $3,205-68.0% | $2,568-60.1% | $4,876-79.0% |
| Participant deferral / active EE | $2,151 | $4,242-49.3% | $3,537-39.2% | $5,439-60.4% |
| Admin fee / account holder | $176 | $5,812-97.0% | $4,561-96.1% | $10,885-98.4% |