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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,159 | $46,877-14.3% | $122,342-67.2% | $70,131-42.7% |
| Participation rate | 71.9% | 58.2%+13.7pp | 71.6%+0.2pp | 69.5%+2.3pp |
| Annual return | 16.61% | 24.22%-7.6pp | 30.28%-13.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,421 | $1,288+87.9% | $4,051-40.2% | $2,342+3.4% |
| Participant deferral / active EE | $1,283 | $2,167-40.8% | $3,287-61.0% | $3,332-61.5% |
| Admin fee / account holder | $267 | $3,324-92.0% | $5,478-95.1% | $4,645-94.3% |