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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,380 | $47,479-10.7% | $62,929-32.7% | $82,448-48.6% |
| Participation rate | 91.9% | 66.9%+25.0pp | 73.1%+18.7pp | 68.1%+23.8pp |
| Annual return | 11.80% | 20.34%-8.5pp | 1063.93%-1052.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,643 | $1,885-12.8% | $2,505-34.4% | $2,551-35.6% |
| Participant deferral / active EE | $2,329 | $2,870-18.9% | $3,888-40.1% | $4,139-43.7% |
| Admin fee / account holder | $3 | $3,804-99.9% | $5,065-99.9% | $7,234-100.0% |