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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,888 | $42,548+97.2% | $74,551+12.5% | $56,289+49.0% |
| Participation rate | 86.9% | 60.5%+26.4pp | 69.1%+17.7pp | 69.9%+17.0pp |
| Annual return | 3.60% | 12.40%-8.8pp | 32.53%-28.9pp | -9.96%+13.6pp |
| Employer contribution / active EE | $738 | $855-13.7% | $1,961-62.4% | $2,111-65.1% |
| Participant deferral / active EE | $1,729 | $2,277-24.1% | $3,108-44.4% | $3,350-48.4% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |