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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,783 | $114,013-65.1% | $103,693-61.6% | $155,188-74.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 20.02% | 49.31%-29.3pp | 47.61%-27.6pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,010 | $3,131-35.8% | $2,920-31.2% | $4,248-52.7% |
| Participant deferral / active EE | $5,114 | $4,970+2.9% | $4,579+11.7% | $6,531-21.7% |
| Admin fee / account holder | $169 | $8,407-98.0% | $7,858-97.9% | $14,480-98.8% |