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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,380 | $91,194-63.4% | $178,486-81.3% | $79,860-58.2% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 14.41% | 24.19%-9.8pp | 151.08%-136.7pp | 31.72%-17.3pp |
| Employer contribution / active EE | $919 | $3,256-71.8% | $5,011-81.7% | $2,471-62.8% |
| Participant deferral / active EE | $2,314 | $3,236-28.5% | $5,202-55.5% | $3,740-38.1% |
| Admin fee / account holder | $77 | $6,751-98.9% | $13,985-99.4% | $5,306-98.5% |