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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,818 | $117,895-69.6% | $102,460-65.0% | $145,897-75.4% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 17.29% | 31.92%-14.6pp | 29.47%-12.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,601 | $3,619-55.7% | $3,025-47.1% | $4,663-65.7% |
| Participant deferral / active EE | $4,763 | $5,736-17.0% | $5,056-5.8% | $6,689-28.8% |
| Admin fee / account holder | $161 | $13,353-98.8% | $9,460-98.3% | $13,390-98.8% |