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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,384 | $48,327-39.2% | $67,575-56.5% | $80,935-63.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 72.9%+7.1pp | 67.7%+12.3pp |
| Annual return | 16.35% | 18.31%-2.0pp | 3528.98%-3512.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $1,996 | $2,022-1.3% | $2,736-27.0% | $2,757-27.6% |
| Participant deferral / active EE | $1,996 | $2,927-31.8% | $4,003-50.1% | $4,299-53.6% |
| Admin fee / account holder | $219 | $3,692-94.1% | $3,993-94.5% | $6,924-96.8% |