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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,569 | $93,346-59.8% | $71,796-47.7% | $273,972-86.3% |
| Participation rate | 76.9% | 76.5%+0.4pp | 69.1%+7.8pp | 83.0%-6.1pp |
| Annual return | 2.89% | 130.39%-127.5pp | 78.04%-75.2pp | 41.46%-38.6pp |
| Employer contribution / active EE | $1,118 | $2,733-59.1% | $1,924-41.9% | $4,869-77.0% |
| Participant deferral / active EE | $4,433 | $3,475+27.6% | $2,794+58.6% | $5,287-16.2% |
| Admin fee / account holder | $44 | $6,571-99.3% | $4,815-99.1% | $10,133-99.6% |