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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,375 | $52,580-23.2% | $71,671-43.7% | $70,126-42.4% |
| Participation rate | 80.5% | 60.9%+19.6pp | 68.7%+11.7pp | 69.5%+10.9pp |
| Annual return | 15.13% | 20.25%-5.1pp | 20.65%-5.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $762 | $1,616-52.9% | $2,460-69.0% | $2,343-67.5% |
| Participant deferral / active EE | $4,130 | $2,386+73.1% | $3,438+20.1% | $3,332+24.0% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |