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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,949 | $48,364-13.3% | $71,796-41.6% | $62,881-33.3% |
| Participation rate | 71.4% | 60.6%+10.8pp | 69.1%+2.3pp | 69.3%+2.1pp |
| Annual return | 5.80% | 13.16%-7.4pp | 78.04%-72.2pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,293 | $1,042+24.1% | $1,924-32.8% | $2,281-43.3% |
| Participant deferral / active EE | $3,095 | $2,091+48.0% | $2,794+10.8% | $3,203-3.4% |
| Admin fee / account holder | $4 | $3,771-99.9% | $4,815-99.9% | $4,296-99.9% |