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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,176 | $71,197-43.6% | $93,669-57.1% | $80,925-50.4% |
| Participation rate | 73.3% | 60.4%+12.9pp | 68.7%+4.6pp | 67.7%+5.7pp |
| Annual return | 21.43% | 11.27%+10.2pp | 133.59%-112.2pp | 35.65%-14.2pp |
| Employer contribution / active EE | $544 | $1,565-65.2% | $2,424-77.5% | $2,756-80.3% |
| Participant deferral / active EE | $2,753 | $4,036-31.8% | $4,416-37.7% | $4,299-36.0% |
| Admin fee / account holder | $159 | $6,959-97.7% | $8,291-98.1% | $6,940-97.7% |