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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,646 | $110,410-68.6% | $102,437-66.2% | $145,897-76.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 12.74% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,065 | $4,217-51.0% | $3,871-46.7% | $4,663-55.7% |
| Participant deferral / active EE | $2,448 | $5,622-56.5% | $5,060-51.6% | $6,689-63.4% |
| Admin fee / account holder | $3 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |