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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,827 | $46,599-14.5% | $64,101-37.9% | $75,173-47.0% |
| Participation rate | 88.3% | 65.9%+22.4pp | 72.3%+16.0pp | 67.2%+21.1pp |
| Annual return | 15.10% | 26.06%-11.0pp | 33.72%-18.6pp | 160.72%-145.6pp |
| Employer contribution / active EE | $718 | $1,975-63.7% | $2,749-73.9% | $2,671-73.1% |
| Participant deferral / active EE | $1,179 | $2,837-58.4% | $3,881-69.6% | $4,126-71.4% |
| Admin fee / account holder | $0 | $2,956-100.0% | $3,070-100.0% | $5,651-100.0% |