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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,207 | $110,379-57.2% | $102,412-53.9% | $145,884-67.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.69% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,189 | $4,216-48.1% | $3,870-43.4% | $4,662-53.0% |
| Participant deferral / active EE | $8,893 | $5,622+58.2% | $5,060+75.7% | $6,690+32.9% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |