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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,108 | $68,681-37.2% | $86,615-50.2% | $85,847-49.8% |
| Participation rate | 96.0% | 66.4%+29.6pp | 71.6%+24.4pp | 69.3%+26.7pp |
| Annual return | 15.16% | 20.12%-5.0pp | 63.51%-48.4pp | 318.61%-303.5pp |
| Employer contribution / active EE | $1,848 | $1,880-1.7% | $2,496-26.0% | $2,565-28.0% |
| Participant deferral / active EE | $4,547 | $2,919+55.8% | $3,699+22.9% | $3,952+15.0% |
| Admin fee / account holder | $40 | $5,974-99.3% | $5,830-99.3% | $6,261-99.4% |