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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,251 | $65,027-47.3% | $90,970-62.3% | $79,852-57.1% |
| Participation rate | 82.5% | 61.6%+20.9pp | 69.0%+13.5pp | 69.6%+12.9pp |
| Annual return | 19.44% | 30.45%-11.0pp | 134.58%-115.1pp | 31.72%-12.3pp |
| Employer contribution / active EE | $1,484 | $1,247+19.0% | $2,122-30.1% | $2,471-39.9% |
| Participant deferral / active EE | $3,503 | $2,512+39.4% | $3,373+3.8% | $3,740-6.4% |
| Admin fee / account holder | $172 | $4,535-96.2% | $5,960-97.1% | $5,306-96.8% |