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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,251 | $50,554-26.3% | $67,681-45.0% | $87,485-57.4% |
| Participation rate | 93.2% | 67.7%+25.5pp | 73.7%+19.5pp | 68.9%+24.3pp |
| Annual return | 15.46% | 17.81%-2.4pp | 590.58%-575.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $661 | $1,988-66.8% | $2,678-75.3% | $2,596-74.5% |
| Participant deferral / active EE | $2,200 | $2,961-25.7% | $3,976-44.7% | $4,274-48.5% |
| Admin fee / account holder | $8 | $4,132-99.8% | $6,100-99.9% | $7,775-99.9% |