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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,202 | $106,247-59.3% | $96,515-55.2% | $139,466-69.0% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 14.63% | 38.47%-23.8pp | 35.73%-21.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,827 | $4,106-55.5% | $3,740-51.1% | $4,754-61.6% |
| Participant deferral / active EE | $3,792 | $5,456-30.5% | $4,880-22.3% | $6,712-43.5% |
| Admin fee / account holder | $187 | $7,885-97.6% | $6,735-97.2% | $11,409-98.4% |