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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,538 | $77,908-62.1% | $149,696-80.3% | $75,173-60.7% |
| Participation rate | 72.0% | 65.6%+6.4pp | 78.8%-6.8pp | 67.2%+4.8pp |
| Annual return | 13.76% | 31.73%-18.0pp | 134.46%-120.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $1,832 | $3,138-41.6% | $4,821-62.0% | $2,671-31.4% |
| Participant deferral / active EE | $1,904 | $3,411-44.2% | $5,682-66.5% | $4,126-53.9% |
| Admin fee / account holder | $27 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |