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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,251 | $55,457-32.8% | $77,361-51.8% | $94,015-60.4% |
| Participation rate | 93.2% | 69.8%+23.4pp | 75.0%+18.2pp | 70.8%+22.4pp |
| Annual return | 15.46% | 15.57%-0.1pp | 1011.54%-996.1pp | 17.84%-2.4pp |
| Employer contribution / active EE | $661 | $2,255-70.7% | $2,990-77.9% | $2,790-76.3% |
| Participant deferral / active EE | $2,200 | $3,069-28.3% | $3,911-43.7% | $4,249-48.2% |
| Admin fee / account holder | $8 | $4,334-99.8% | $5,894-99.9% | $8,951-99.9% |