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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,510 | $48,284-36.8% | $67,524-54.8% | $80,911-62.3% |
| Participation rate | 98.5% | 66.4%+32.1pp | 72.9%+25.6pp | 67.6%+30.8pp |
| Annual return | 16.15% | 18.27%-2.1pp | 3519.41%-3503.3pp | 35.63%-19.5pp |
| Employer contribution / active EE | $2,449 | $2,021+21.1% | $2,734-10.4% | $2,756-11.1% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,001-100.0% | $4,297-100.0% |
| Admin fee / account holder | $45 | $3,688-98.8% | $4,001-98.9% | $6,935-99.3% |