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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,980 | $97,125-57.8% | $86,233-52.5% | $137,256-70.1% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 16.54% | 74.19%-57.6pp | 61.39%-44.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,634 | $2,841-42.5% | $2,504-34.7% | $4,156-60.7% |
| Participant deferral / active EE | $1,632 | $5,180-68.5% | $4,559-64.2% | $6,407-74.5% |
| Admin fee / account holder | $167 | $9,725-98.3% | $8,342-98.0% | $12,270-98.6% |