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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,813 | $47,944-12.8% | $67,834-38.4% | $62,881-33.5% |
| Participation rate | 88.4% | 61.1%+27.3pp | 68.8%+19.6pp | 69.3%+19.1pp |
| Annual return | 9.44% | 11.77%-2.3pp | 138.47%-129.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,605 | $1,562+66.8% | $2,403+8.4% | $2,281+14.2% |
| Participant deferral / active EE | $4,798 | $2,247+113.6% | $3,160+51.9% | $3,203+49.8% |
| Admin fee / account holder | $164 | $3,712-95.6% | $4,622-96.5% | $4,296-96.2% |