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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,429 | $124,980-64.5% | $108,359-59.0% | $154,746-71.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 15.98% | 45.00%-29.0pp | 36.89%-20.9pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,237 | $2,851-56.6% | $2,399-48.4% | $4,379-71.7% |
| Participant deferral / active EE | $2,702 | $4,743-43.0% | $4,137-34.7% | $6,730-59.9% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |