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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,579 | $77,638-49.0% | $156,551-74.7% | $62,881-37.1% |
| Participation rate | 87.1% | 71.2%+15.9pp | 84.0%+3.1pp | 69.3%+17.8pp |
| Annual return | 8.67% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,096 | $3,444-39.1% | $5,501-61.9% | $2,281-8.1% |
| Participant deferral / active EE | $3,053 | $3,046+0.2% | $4,871-37.3% | $3,203-4.7% |
| Admin fee / account holder | $77 | $5,561-98.6% | $13,028-99.4% | $4,296-98.2% |