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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,679 | $81,331-54.9% | $155,534-76.4% | $80,935-54.7% |
| Participation rate | 80.6% | 66.3%+14.4pp | 78.2%+2.4pp | 67.7%+13.0pp |
| Annual return | 14.34% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,172 | $3,105-62.2% | $4,675-74.9% | $2,757-57.5% |
| Participant deferral / active EE | $1,542 | $3,454-55.4% | $5,630-72.6% | $4,299-64.1% |
| Admin fee / account holder | $135 | $7,999-98.3% | $15,900-99.1% | $6,924-98.0% |