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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,961 | $104,650-60.9% | $83,854-51.2% | $155,188-73.6% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 13.78% | 28.97%-15.2pp | 31.39%-17.6pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,651 | $1,196+38.0% | $1,017+62.3% | $4,248-61.1% |
| Participant deferral / active EE | $4,463 | $2,367+88.5% | $2,035+119.3% | $6,531-31.7% |
| Admin fee / account holder | $226 | $3,518-93.6% | $3,197-92.9% | $14,480-98.4% |