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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,429 | $124,346-68.3% | $111,308-64.6% | $167,536-76.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 12.00% | 37.45%-25.4pp | 54.67%-42.7pp | 478.82%-466.8pp |
| Employer contribution / active EE | $1,783 | $3,437-48.1% | $2,732-34.7% | $4,839-63.2% |
| Participant deferral / active EE | $6,517 | $5,182+25.8% | $4,487+45.2% | $6,342+2.8% |
| Admin fee / account holder | $160 | $10,621-98.5% | $7,965-98.0% | $12,315-98.7% |