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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,937 | $78,707-60.7% | $117,861-73.8% | $70,126-55.9% |
| Participation rate | 81.8% | 73.2%+8.6pp | 79.7%+2.2pp | 69.5%+12.3pp |
| Annual return | 17.85% | 23.30%-5.4pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $1,681 | $2,223-24.4% | $3,786-55.6% | $2,343-28.2% |
| Participant deferral / active EE | $3,191 | $3,297-3.2% | $4,482-28.8% | $3,332-4.2% |
| Admin fee / account holder | $297 | $5,066-94.1% | $8,021-96.3% | $4,645-93.6% |