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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,596 | $77,920-55.6% | $149,723-76.9% | $75,177-54.0% |
| Participation rate | 92.0% | 65.6%+26.4pp | 78.8%+13.2pp | 67.2%+24.8pp |
| Annual return | 13.88% | 31.72%-17.8pp | 134.50%-120.6pp | 160.75%-146.9pp |
| Employer contribution / active EE | $4,089 | $3,138+30.3% | $4,821-15.2% | $2,671+53.1% |
| Participant deferral / active EE | $2,550 | $3,411-25.3% | $5,682-55.1% | $4,126-38.2% |
| Admin fee / account holder | $298 | $5,951-95.0% | $13,215-97.7% | $5,651-94.7% |