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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,943 | $54,541-39.6% | $78,778-58.2% | $70,126-53.0% |
| Participation rate | 96.3% | 60.8%+35.5pp | 69.2%+27.1pp | 69.5%+26.8pp |
| Annual return | 13.83% | 21.07%-7.2pp | 35.62%-21.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $1,658 | $1,089+52.4% | $1,986-16.5% | $2,343-29.2% |
| Participant deferral / active EE | $3,408 | $2,210+54.2% | $2,958+15.2% | $3,332+2.3% |
| Admin fee / account holder | $142 | $3,709-96.2% | $5,134-97.2% | $4,645-96.9% |