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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,765 | $78,423-42.9% | $95,964-53.4% | $79,856-43.9% |
| Participation rate | 95.0% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.4pp |
| Annual return | 14.98% | 19.37%-4.4pp | 91.64%-76.7pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,628 | $1,945-16.3% | $2,541-35.9% | $2,471-34.1% |
| Participant deferral / active EE | $1,898 | $3,440-44.8% | $4,167-54.5% | $3,741-49.3% |
| Admin fee / account holder | $18 | $5,622-99.7% | $6,797-99.7% | $5,306-99.7% |