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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,399 | $95,406-55.6% | $185,849-77.2% | $85,847-50.6% |
| Participation rate | 83.7% | 68.8%+15.0pp | 81.7%+2.0pp | 69.3%+14.4pp |
| Annual return | 14.30% | 23.59%-9.3pp | 122.10%-107.8pp | 318.61%-304.3pp |
| Employer contribution / active EE | $1,528 | $3,314-53.9% | $5,169-70.4% | $2,565-40.4% |
| Participant deferral / active EE | $3,399 | $3,424-0.7% | $5,569-39.0% | $3,952-14.0% |
| Admin fee / account holder | $235 | $7,214-96.7% | $16,244-98.6% | $6,261-96.2% |