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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,753 | $79,181-30.9% | $102,423-46.5% | $74,429-26.4% |
| Participation rate | 84.3% | 74.8%+9.5pp | 76.5%+7.8pp | 67.2%+17.1pp |
| Annual return | 13.53% | 54.97%-41.4pp | 29.42%-15.9pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $2,202 | $2,362-6.7% | $3,023-27.1% | $2,625-16.1% |
| Participant deferral / active EE | $3,819 | $4,416-13.5% | $5,054-24.4% | $4,348-12.2% |
| Admin fee / account holder | $182 | $2,002-90.9% | $9,455-98.1% | $1,944-90.6% |