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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,878 | $117,859-67.0% | $102,438-62.0% | $145,959-73.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 9.49% | 31.72%-22.2pp | 29.37%-19.9pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,481 | $3,615-59.0% | $3,024-51.0% | $4,661-68.2% |
| Participant deferral / active EE | $7,524 | $5,732+31.3% | $5,054+48.9% | $6,689+12.5% |
| Admin fee / account holder | $45 | $13,318-99.7% | $9,448-99.5% | $13,398-99.7% |