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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,367 | $48,284-6.0% | $67,524-32.8% | $80,911-43.9% |
| Participation rate | 88.1% | 66.4%+21.7pp | 72.9%+15.2pp | 67.6%+20.4pp |
| Annual return | 21.11% | 18.27%+2.8pp | 3519.41%-3498.3pp | 35.63%-14.5pp |
| Employer contribution / active EE | $1,497 | $2,021-26.0% | $2,734-45.2% | $2,756-45.7% |
| Participant deferral / active EE | $1,661 | $2,927-43.2% | $4,001-58.5% | $4,297-61.3% |
| Admin fee / account holder | $204 | $3,688-94.5% | $4,001-94.9% | $6,935-97.1% |