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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,953 | $106,247-55.8% | $96,515-51.4% | $139,466-66.3% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 19.58% | 38.47%-18.9pp | 35.73%-16.1pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,011 | $4,106-75.4% | $3,740-73.0% | $4,754-78.7% |
| Participant deferral / active EE | $2,657 | $5,456-51.3% | $4,880-45.6% | $6,712-60.4% |
| Admin fee / account holder | $203 | $7,885-97.4% | $6,735-97.0% | $11,409-98.2% |