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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,971 | $111,814-67.8% | $103,374-65.2% | $145,959-75.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.56% | 24.77%-9.2pp | 24.89%-9.3pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,115 | $4,214-49.8% | $3,869-45.3% | $4,661-54.6% |
| Participant deferral / active EE | $3,207 | $5,618-42.9% | $5,058-36.6% | $6,689-52.1% |
| Admin fee / account holder | $292 | $9,754-97.0% | $8,394-96.5% | $13,398-97.8% |