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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,586 | $77,920-58.2% | $149,723-78.2% | $75,177-56.7% |
| Participation rate | 92.6% | 65.6%+27.0pp | 78.8%+13.8pp | 67.2%+25.4pp |
| Annual return | 24.31% | 31.72%-7.4pp | 134.50%-110.2pp | 160.75%-136.4pp |
| Employer contribution / active EE | $3,186 | $3,138+1.5% | $4,821-33.9% | $2,671+19.3% |
| Participant deferral / active EE | $3,230 | $3,411-5.3% | $5,682-43.2% | $4,126-21.7% |
| Admin fee / account holder | $183 | $5,951-96.9% | $13,215-98.6% | $5,651-96.8% |