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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,595 | $58,828-49.7% | $78,002-62.1% | $62,881-52.9% |
| Participation rate | 78.0% | 71.1%+7.0pp | 75.5%+2.5pp | 69.3%+8.7pp |
| Annual return | 5.59% | 17.16%-11.6pp | 425.99%-420.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,883 | $1,672+12.7% | $2,470-23.8% | $2,281-17.4% |
| Participant deferral / active EE | $3,320 | $2,686+23.6% | $3,497-5.1% | $3,203+3.7% |
| Admin fee / account holder | $93 | $4,393-97.9% | $5,481-98.3% | $4,296-97.8% |