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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,025 | $32,037+28.1% | $69,182-40.7% | $62,881-34.8% |
| Participation rate | 86.3% | 43.4%+42.8pp | 55.1%+31.1pp | 69.3%+16.9pp |
| Annual return | 30.87% | 15.16%+15.7pp | -21.93%+52.8pp | 20.14%+10.7pp |
| Employer contribution / active EE | $250 | $679-63.2% | $1,206-79.3% | $2,281-89.0% |
| Participant deferral / active EE | $2,691 | $1,185+127.0% | $1,897+41.9% | $3,203-16.0% |
| Admin fee / account holder | $195 | $2,608-92.5% | $2,697-92.8% | $4,296-95.5% |