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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,380 | $91,198-63.4% | $178,503-81.3% | $79,856-58.2% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 14.41% | 24.20%-9.8pp | 151.12%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $919 | $3,257-71.8% | $5,011-81.7% | $2,471-62.8% |
| Participant deferral / active EE | $2,314 | $3,237-28.5% | $5,202-55.5% | $3,741-38.1% |
| Admin fee / account holder | $77 | $6,748-98.9% | $13,987-99.4% | $5,306-98.5% |