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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,705 | $68,586-45.0% | $120,380-68.7% | $80,911-53.4% |
| Participation rate | 72.0% | 61.6%+10.4pp | 71.9%+0.1pp | 67.6%+4.4pp |
| Annual return | 12.38% | 23.62%-11.2pp | 107.28%-94.9pp | 35.63%-23.2pp |
| Employer contribution / active EE | $4,279 | $2,053+108.5% | $3,465+23.5% | $2,756+55.3% |
| Participant deferral / active EE | $2,820 | $3,174-11.2% | $4,992-43.5% | $4,297-34.4% |
| Admin fee / account holder | $194 | $5,733-96.6% | $9,421-97.9% | $6,935-97.2% |