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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,654 | $91,559-65.4% | $133,978-76.4% | $79,856-60.4% |
| Participation rate | 71.8% | 73.3%-1.5pp | 79.8%-8.0pp | 69.6%+2.2pp |
| Annual return | 12.50% | 61.85%-49.4pp | 45.10%-32.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,741 | $2,384-27.0% | $3,919-55.6% | $2,471-29.5% |
| Participant deferral / active EE | $3,129 | $3,734-16.2% | $5,047-38.0% | $3,741-16.4% |
| Admin fee / account holder | $41 | $6,321-99.4% | $8,930-99.5% | $5,306-99.2% |