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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,685 | $65,367-34.7% | $92,915-54.1% | $72,976-41.5% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.0%+21.5pp | 69.5%+28.0pp |
| Annual return | 21.38% | 42.11%-20.7pp | 109.45%-88.1pp | 81.02%-59.6pp |
| Employer contribution / active EE | $1,874 | $2,594-27.7% | $3,653-48.7% | $2,440-23.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $216 | $4,251-94.9% | $5,796-96.3% | $5,124-95.8% |