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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,489 | $58,828-49.9% | $78,002-62.2% | $62,881-53.1% |
| Participation rate | 93.1% | 71.1%+22.0pp | 75.5%+17.6pp | 69.3%+23.8pp |
| Annual return | 8.64% | 17.16%-8.5pp | 425.99%-417.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,676 | $1,672+0.3% | $2,470-32.2% | $2,281-26.5% |
| Participant deferral / active EE | $3,476 | $2,686+29.4% | $3,497-0.6% | $3,203+8.5% |
| Admin fee / account holder | $288 | $4,393-93.5% | $5,481-94.8% | $4,296-93.3% |