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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,263 | $48,364-31.2% | $71,796-53.7% | $62,881-47.1% |
| Participation rate | 92.3% | 60.6%+31.7pp | 69.1%+23.2pp | 69.3%+23.0pp |
| Annual return | 11.64% | 13.16%-1.5pp | 78.04%-66.4pp | 20.14%-8.5pp |
| Employer contribution / active EE | $1,020 | $1,042-2.1% | $1,924-47.0% | $2,281-55.3% |
| Participant deferral / active EE | $2,672 | $2,091+27.8% | $2,794-4.4% | $3,203-16.6% |
| Admin fee / account holder | $13 | $3,771-99.7% | $4,815-99.7% | $4,296-99.7% |