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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,161 | $74,706-48.9% | $75,714-49.6% | $79,391-51.9% |
| Participation rate | 97.9% | 75.3%+22.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 16.52% | 18.52%-2.0pp | 104.62%-88.1pp | 116.88%-100.4pp |
| Employer contribution / active EE | $1,202 | $2,590-53.6% | $2,744-56.2% | $2,428-50.5% |
| Participant deferral / active EE | $1,554 | $3,533-56.0% | $3,820-59.3% | $4,046-61.6% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |