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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,822 | $107,015-56.2% | $73,545-36.3% | $147,585-68.3% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 17.87% | 38.25%-20.4pp | -15.16%+33.0pp | 578.57%-560.7pp |
| Employer contribution / active EE | $1,797 | $1,760+2.1% | $1,219+47.4% | $4,876-63.2% |
| Participant deferral / active EE | $2,350 | $2,462-4.5% | $1,806+30.1% | $5,439-56.8% |
| Admin fee / account holder | $81 | $3,055-97.3% | $2,320-96.5% | $10,885-99.3% |