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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,961 | $94,439-56.6% | $73,658-44.4% | $154,746-73.5% |
| Participation rate | 85.7% | 64.7%+21.0pp | 57.0%+28.7pp | 80.7%+5.0pp |
| Annual return | 13.78% | 28.25%-14.5pp | 29.72%-15.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,651 | $1,257+31.4% | $1,032+60.0% | $4,379-62.3% |
| Participant deferral / active EE | $4,463 | $2,527+76.6% | $2,062+116.5% | $6,730-33.7% |
| Admin fee / account holder | $226 | $3,843-94.1% | $3,357-93.3% | $14,365-98.4% |