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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,729 | $61,356-27.1% | $149,696-70.1% | $71,511-37.5% |
| Participation rate | 97.2% | 62.5%+34.7pp | 78.8%+18.5pp | 67.9%+29.3pp |
| Annual return | 18.41% | 35.86%-17.4pp | 134.46%-116.0pp | 28.86%-10.4pp |
| Employer contribution / active EE | $2,752 | $2,382+15.6% | $4,821-42.9% | $2,589+6.3% |
| Participant deferral / active EE | $2,905 | $2,920-0.5% | $5,682-48.9% | $4,291-32.3% |
| Admin fee / account holder | $19 | $1,263-98.5% | $13,212-99.9% | $1,588-98.8% |