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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,495 | $93,346-58.8% | $71,796-46.4% | $273,972-85.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 69.1%+12.7pp | 83.0%-1.2pp |
| Annual return | 4.32% | 130.39%-126.1pp | 78.04%-73.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,485 | $2,733+64.1% | $1,924+133.1% | $4,869-7.9% |
| Participant deferral / active EE | $2,183 | $3,475-37.2% | $2,794-21.9% | $5,287-58.7% |
| Admin fee / account holder | $239 | $6,571-96.4% | $4,815-95.0% | $10,133-97.6% |