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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,104 | $124,336-57.3% | $111,303-52.3% | $167,518-68.3% |
| Participation rate | 91.7% | 79.6%+12.0pp | 77.3%+14.4pp | 82.1%+9.6pp |
| Annual return | 14.67% | 37.45%-22.8pp | 54.66%-40.0pp | 478.71%-464.0pp |
| Employer contribution / active EE | $1,728 | $3,436-49.7% | $2,731-36.7% | $4,838-64.3% |
| Participant deferral / active EE | $6,285 | $5,181+21.3% | $4,487+40.1% | $6,342-0.9% |
| Admin fee / account holder | $9 | $10,623-99.9% | $7,966-99.9% | $12,312-99.9% |