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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,390 | $101,063-21.4% | $81,473-2.6% | $147,585-46.2% |
| Participation rate | 85.7% | 74.5%+11.3pp | 68.0%+17.8pp | 82.8%+2.9pp |
| Annual return | 16.96% | 32.41%-15.4pp | 38.78%-21.8pp | 578.58%-561.6pp |
| Employer contribution / active EE | $1,201 | $3,206-62.5% | $2,568-53.2% | $4,876-75.4% |
| Participant deferral / active EE | $3,335 | $4,242-21.4% | $3,537-5.7% | $5,439-38.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |