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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,970 | $61,356-23.4% | $149,696-68.6% | $71,511-34.3% |
| Participation rate | 95.6% | 62.5%+33.1pp | 78.8%+16.8pp | 67.9%+27.7pp |
| Annual return | 18.39% | 35.86%-17.5pp | 134.46%-116.1pp | 28.86%-10.5pp |
| Employer contribution / active EE | $2,762 | $2,382+16.0% | $4,821-42.7% | $2,589+6.7% |
| Participant deferral / active EE | $3,148 | $2,920+7.8% | $5,682-44.6% | $4,291-26.6% |
| Admin fee / account holder | $185 | $1,263-85.3% | $13,212-98.6% | $1,588-88.3% |