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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,472 | $91,167-49.0% | $178,498-74.0% | $79,858-41.8% |
| Participation rate | 76.7% | 69.2%+7.5pp | 81.9%-5.2pp | 69.6%+7.1pp |
| Annual return | 17.84% | 24.19%-6.4pp | 151.09%-133.3pp | 31.72%-13.9pp |
| Employer contribution / active EE | $568 | $3,255-82.5% | $5,011-88.7% | $2,471-77.0% |
| Participant deferral / active EE | $2,030 | $3,236-37.3% | $5,202-61.0% | $3,740-45.7% |
| Admin fee / account holder | $118 | $6,747-98.2% | $13,985-99.2% | $5,306-97.8% |