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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,969 | $47,944-10.4% | $67,834-36.7% | $62,881-31.7% |
| Participation rate | 88.9% | 61.1%+27.8pp | 68.8%+20.1pp | 69.3%+19.6pp |
| Annual return | 8.71% | 11.77%-3.1pp | 138.47%-129.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $3,876 | $1,562+148.1% | $2,403+61.3% | $2,281+69.9% |
| Participant deferral / active EE | $6,702 | $2,247+198.3% | $3,160+112.1% | $3,203+109.2% |
| Admin fee / account holder | $181 | $3,712-95.1% | $4,622-96.1% | $4,296-95.8% |