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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,925 | $50,956-31.5% | $96,572-63.8% | $86,821-59.8% |
| Participation rate | 98.6% | 65.2%+33.4pp | 69.8%+28.8pp | 72.3%+26.3pp |
| Annual return | 15.46% | 21.27%-5.8pp | 37.79%-22.3pp | 97.94%-82.5pp |
| Employer contribution / active EE | $1,870 | $1,111+68.4% | $2,357-20.7% | $2,406-22.3% |
| Participant deferral / active EE | $5,840 | $2,954+97.7% | $3,850+51.7% | $4,132+41.3% |
| Admin fee / account holder | $44 | $166-73.7% | $6,183-99.3% | $170-74.2% |