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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,358 | $93,346-42.8% | $71,796-25.7% | $273,972-80.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 6.33% | 130.39%-124.1pp | 78.04%-71.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,179 | $2,733-56.9% | $1,924-38.7% | $4,869-75.8% |
| Participant deferral / active EE | $2,052 | $3,475-41.0% | $2,794-26.6% | $5,287-61.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |