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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,443 | $211,946-81.9% | $169,452-77.3% | $135,379-71.6% |
| Participation rate | 91.7% | 82.6%+9.0pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | 16.63% | 3.26%+13.4pp | 1.83%+14.8pp | 519.79%-503.2pp |
| Employer contribution / active EE | $1,929 | $5,117-62.3% | $4,157-53.6% | $4,779-59.6% |
| Participant deferral / active EE | $3,748 | $6,075-38.3% | $5,277-29.0% | $5,609-33.2% |
| Admin fee / account holder | $225 | $11,472-98.0% | $9,110-97.5% | $10,828-97.9% |