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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,349 | $110,410-69.8% | $102,437-67.4% | $145,897-77.1% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.0pp |
| Annual return | 16.92% | 24.85%-7.9pp | 24.95%-8.0pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,200 | $4,217-47.8% | $3,871-43.2% | $4,663-52.8% |
| Participant deferral / active EE | $4,054 | $5,622-27.9% | $5,060-19.9% | $6,689-39.4% |
| Admin fee / account holder | $215 | $9,745-97.8% | $8,388-97.4% | $13,390-98.4% |