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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,840 | $83,485-52.3% | $125,195-68.2% | $72,976-45.4% |
| Participation rate | 84.1% | 73.3%+10.8pp | 79.8%+4.3pp | 69.5%+14.6pp |
| Annual return | 20.83% | 25.77%-4.9pp | 43.79%-23.0pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,658 | $2,346-29.3% | $3,866-57.1% | $2,440-32.1% |
| Participant deferral / active EE | $6,416 | $3,586+78.9% | $4,937+30.0% | $3,608+77.9% |
| Admin fee / account holder | $268 | $5,518-95.1% | $9,704-97.2% | $5,124-94.8% |