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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,572 | $71,230-51.5% | $93,727-63.1% | $80,959-57.3% |
| Participation rate | 96.0% | 60.4%+35.6pp | 68.7%+27.3pp | 67.7%+28.3pp |
| Annual return | 10.48% | 11.26%-0.8pp | 133.83%-123.4pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,038 | $1,565+30.2% | $2,421-15.8% | $2,757-26.1% |
| Participant deferral / active EE | $4,238 | $4,037+5.0% | $4,417-4.1% | $4,300-1.4% |
| Admin fee / account holder | $295 | $6,961-95.8% | $8,292-96.4% | $6,925-95.7% |