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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,207 | $110,410-57.2% | $102,437-53.9% | $145,897-67.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.69% | 24.85%-10.2pp | 24.95%-10.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,189 | $4,217-48.1% | $3,871-43.4% | $4,663-53.0% |
| Participant deferral / active EE | $8,893 | $5,622+58.2% | $5,060+75.7% | $6,689+32.9% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |