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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,288 | $49,249-10.1% | $70,476-37.2% | $79,852-44.5% |
| Participation rate | 72.7% | 69.2%+3.6pp | 75.1%-2.3pp | 69.6%+3.1pp |
| Annual return | 16.23% | 30.09%-13.9pp | 109.12%-92.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $938 | $2,100-55.3% | $2,738-65.7% | $2,471-62.0% |
| Participant deferral / active EE | $1,971 | $2,769-28.8% | $3,710-46.9% | $3,740-47.3% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,847-100.0% | $5,306-100.0% |