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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,313 | $117,904-51.4% | $102,457-44.1% | $145,978-60.7% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.4pp |
| Annual return | 14.79% | 31.80%-17.0pp | 29.41%-14.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $1,579 | $3,613-56.3% | $3,022-47.8% | $4,662-66.1% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,054-100.0% | $6,690-100.0% |
| Admin fee / account holder | $133 | $13,329-99.0% | $9,451-98.6% | $13,400-99.0% |