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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,449 | $83,045-42.9% | $130,045-63.5% | $71,511-33.6% |
| Participation rate | 99.2% | 74.1%+25.1pp | 78.5%+20.7pp | 67.9%+31.2pp |
| Annual return | 18.65% | 20.61%-2.0pp | -137.30%+156.0pp | 28.86%-10.2pp |
| Employer contribution / active EE | $1,091 | $2,623-58.4% | $4,321-74.8% | $2,589-57.9% |
| Participant deferral / active EE | $4,677 | $4,436+5.5% | $5,820-19.6% | $4,291+9.0% |
| Admin fee / account holder | $238 | $1,727-86.2% | $10,600-97.8% | $1,588-85.0% |