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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,207 | $61,338-42.6% | $149,717-76.5% | $71,495-50.8% |
| Participation rate | 77.4% | 62.5%+14.9pp | 78.8%-1.3pp | 67.9%+9.5pp |
| Annual return | 13.75% | 35.86%-22.1pp | 134.41%-120.7pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,600 | $2,381-32.8% | $4,820-66.8% | $2,589-38.2% |
| Participant deferral / active EE | $2,120 | $2,919-27.4% | $5,682-62.7% | $4,291-50.6% |
| Admin fee / account holder | $1 | $1,263-99.9% | $13,213-100.0% | $1,588-99.9% |