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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,380 | $55,457-23.6% | $77,361-45.2% | $94,015-54.9% |
| Participation rate | 91.9% | 69.8%+22.0pp | 75.0%+16.9pp | 70.8%+21.0pp |
| Annual return | 11.80% | 15.57%-3.8pp | 1011.54%-999.7pp | 17.84%-6.0pp |
| Employer contribution / active EE | $1,643 | $2,255-27.1% | $2,990-45.0% | $2,790-41.1% |
| Participant deferral / active EE | $2,329 | $3,069-24.1% | $3,911-40.5% | $4,249-45.2% |
| Admin fee / account holder | $3 | $4,334-99.9% | $5,894-99.9% | $8,951-100.0% |