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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,117 | $81,331-51.9% | $155,534-74.8% | $80,935-51.7% |
| Participation rate | 80.8% | 66.3%+14.5pp | 78.2%+2.6pp | 67.7%+13.1pp |
| Annual return | 17.10% | 33.37%-16.3pp | 64.92%-47.8pp | 35.66%-18.6pp |
| Employer contribution / active EE | $1,116 | $3,105-64.0% | $4,675-76.1% | $2,757-59.5% |
| Participant deferral / active EE | $2,993 | $3,454-13.4% | $5,630-46.8% | $4,299-30.4% |
| Admin fee / account holder | $219 | $7,999-97.3% | $15,900-98.6% | $6,924-96.8% |