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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,115 | $52,279-30.9% | $89,414-59.6% | $79,852-54.8% |
| Participation rate | 71.0% | 57.5%+13.4pp | 68.0%+3.0pp | 69.6%+1.3pp |
| Annual return | 32.00% | 22.16%+9.8pp | 245.50%-213.5pp | 31.72%+0.3pp |
| Employer contribution / active EE | $2,463 | $1,572+56.7% | $2,586-4.8% | $2,471-0.3% |
| Participant deferral / active EE | $2,537 | $2,740-7.4% | $3,890-34.8% | $3,740-32.2% |
| Admin fee / account holder | $51 | $3,356-98.5% | $4,883-99.0% | $5,306-99.0% |