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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,129 | $55,889-31.8% | $76,119-49.9% | $80,935-52.9% |
| Participation rate | 81.6% | 62.1%+19.5pp | 69.1%+12.5pp | 67.7%+13.9pp |
| Annual return | 11.70% | 20.58%-8.9pp | 361.25%-349.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $944 | $1,866-49.4% | $2,693-65.0% | $2,757-65.8% |
| Participant deferral / active EE | $5,901 | $3,051+93.4% | $4,259+38.6% | $4,299+37.3% |
| Admin fee / account holder | $172 | $5,241-96.7% | $6,421-97.3% | $6,924-97.5% |