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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,424 | $110,337-62.5% | $102,383-59.5% | $145,877-71.6% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 11.05% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $5,976 | $4,216+41.8% | $3,870+54.4% | $4,663+28.2% |
| Participant deferral / active EE | $2,301 | $5,621-59.1% | $5,060-54.5% | $6,691-65.6% |
| Admin fee / account holder | $15 | $9,750-99.8% | $8,391-99.8% | $13,402-99.9% |