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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,644 | $71,197-45.7% | $93,669-58.7% | $80,925-52.2% |
| Participation rate | 91.9% | 60.4%+31.5pp | 68.7%+23.2pp | 67.7%+24.2pp |
| Annual return | 16.68% | 11.27%+5.4pp | 133.59%-116.9pp | 35.65%-19.0pp |
| Employer contribution / active EE | $4,003 | $1,565+155.9% | $2,424+65.2% | $2,756+45.2% |
| Participant deferral / active EE | $4,419 | $4,036+9.5% | $4,416+0.1% | $4,299+2.8% |
| Admin fee / account holder | $72 | $6,959-99.0% | $8,291-99.1% | $6,940-99.0% |