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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,404 | $64,311-38.7% | $57,356-31.3% | $125,389-68.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | 0.10% | 25.14%-25.0pp | 24.41%-24.3pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,201 | $3,193-31.1% | $2,689-18.1% | $4,866-54.8% |
| Participant deferral / active EE | $5,383 | $3,846+40.0% | $3,162+70.3% | $5,352+0.6% |
| Admin fee / account holder | $220 | $5,243-95.8% | $3,357-93.5% | $9,541-97.7% |