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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,681 | $65,703-53.3% | $94,228-67.4% | $59,633-48.6% |
| Participation rate | 85.2% | 72.1%+13.1pp | 78.8%+6.4pp | 68.7%+16.5pp |
| Annual return | 17.54% | 5.22%+12.3pp | 10.68%+6.9pp | 2041.40%-2023.9pp |
| Employer contribution / active EE | $706 | $2,021-65.1% | $3,587-80.3% | $2,203-68.0% |
| Participant deferral / active EE | $4,780 | $3,143+52.1% | $4,320+10.6% | $3,192+49.8% |
| Admin fee / account holder | $3 | $4,264-99.9% | $6,269-100.0% | $4,297-99.9% |