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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,750 | $86,298-51.6% | $111,308-62.5% | $85,847-51.4% |
| Participation rate | 84.8% | 73.3%+11.5pp | 77.3%+7.5pp | 69.3%+15.5pp |
| Annual return | 15.04% | 19.99%-5.0pp | 54.67%-39.6pp | 318.61%-303.6pp |
| Employer contribution / active EE | $1,454 | $2,044-28.9% | $2,732-46.8% | $2,565-43.3% |
| Participant deferral / active EE | $2,667 | $3,641-26.8% | $4,487-40.6% | $3,952-32.5% |
| Admin fee / account holder | $160 | $8,189-98.0% | $7,965-98.0% | $6,261-97.4% |