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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,574 | $93,346-57.6% | $71,796-44.9% | $273,972-85.6% |
| Participation rate | 90.0% | 76.5%+13.5pp | 69.1%+20.9pp | 83.0%+7.0pp |
| Annual return | 4.65% | 130.39%-125.7pp | 78.04%-73.4pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,040 | $2,733-25.4% | $1,924+6.0% | $4,869-58.1% |
| Participant deferral / active EE | $8,365 | $3,475+140.7% | $2,794+199.3% | $5,287+58.2% |
| Admin fee / account holder | $294 | $6,571-95.5% | $4,815-93.9% | $10,133-97.1% |