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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,706 | $61,605-35.5% | $112,273-64.6% | $75,181-47.2% |
| Participation rate | 74.2% | 61.7%+12.5pp | 72.4%+1.8pp | 67.2%+7.0pp |
| Annual return | 19.78% | 28.47%-8.7pp | 30.23%-10.5pp | 160.69%-140.9pp |
| Employer contribution / active EE | $2,297 | $2,015+14.0% | $3,431-33.1% | $2,671-14.0% |
| Participant deferral / active EE | $6,278 | $3,108+102.0% | $4,800+30.8% | $4,126+52.2% |
| Admin fee / account holder | $90 | $4,862-98.2% | $7,752-98.8% | $5,650-98.4% |