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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,488 | $50,554-29.8% | $67,681-47.6% | $87,485-59.4% |
| Participation rate | 93.2% | 67.7%+25.5pp | 73.7%+19.5pp | 68.9%+24.3pp |
| Annual return | 17.60% | 17.81%-0.2pp | 590.58%-573.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,125 | $1,988-43.4% | $2,678-58.0% | $2,596-56.7% |
| Participant deferral / active EE | $7,495 | $2,961+153.1% | $3,976+88.5% | $4,274+75.4% |
| Admin fee / account holder | $111 | $4,132-97.3% | $6,100-98.2% | $7,775-98.6% |