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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,639 | $89,367-62.4% | $141,191-76.2% | $72,975-53.9% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 23.43% | 111.87%-88.4pp | 71.41%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $2,742 | $3,115-12.0% | $4,736-42.1% | $2,440+12.4% |
| Participant deferral / active EE | $5,032 | $5,419-7.1% | $6,710-25.0% | $3,608+39.5% |
| Admin fee / account holder | $291 | $5,957-95.1% | $10,264-97.2% | $5,124-94.3% |