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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,772 | $91,198-39.9% | $178,503-69.3% | $79,856-31.4% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 14.57% | 24.20%-9.6pp | 151.12%-136.5pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,804 | $3,257-44.6% | $5,011-64.0% | $2,471-27.0% |
| Participant deferral / active EE | $4,242 | $3,237+31.1% | $5,202-18.5% | $3,741+13.4% |
| Admin fee / account holder | $105 | $6,748-98.4% | $13,987-99.2% | $5,306-98.0% |