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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,110 | $124,330-69.3% | $109,173-65.1% | $167,536-77.3% |
| Participation rate | 90.0% | 79.5%+10.5pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 11.40% | 26.04%-14.6pp | 25.75%-14.4pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,242 | $4,209-70.5% | $3,723-66.6% | $4,839-74.3% |
| Participant deferral / active EE | $2,549 | $5,256-51.5% | $4,654-45.2% | $6,342-59.8% |
| Admin fee / account holder | $230 | $7,974-97.1% | $6,755-96.6% | $12,315-98.1% |