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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,463 | $53,837-8.1% | $75,714-34.7% | $85,847-42.4% |
| Participation rate | 96.2% | 69.1%+27.1pp | 74.8%+21.3pp | 69.3%+26.8pp |
| Annual return | 25.17% | 24.54%+0.6pp | 104.62%-79.4pp | 318.61%-293.4pp |
| Employer contribution / active EE | $733 | $2,017-63.7% | $2,744-73.3% | $2,565-71.4% |
| Participant deferral / active EE | $1,353 | $2,895-53.3% | $3,820-64.6% | $3,952-65.8% |
| Admin fee / account holder | $212 | $3,339-93.6% | $3,619-94.1% | $6,261-96.6% |