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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,969 | $84,233-40.7% | $170,436-70.7% | $70,131-28.7% |
| Participation rate | 79.2% | 70.8%+8.4pp | 83.6%-4.4pp | 69.5%+9.7pp |
| Annual return | 13.21% | 23.06%-9.9pp | 205.94%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,364 | $3,387-59.7% | $5,433-74.9% | $2,342-41.8% |
| Participant deferral / active EE | $1,397 | $3,086-54.7% | $4,939-71.7% | $3,332-58.1% |
| Admin fee / account holder | $122 | $5,698-97.9% | $13,880-99.1% | $4,645-97.4% |