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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,071 | $147,556-64.0% | $129,031-58.9% | $198,609-73.3% |
| Participation rate | 88.9% | 77.2%+11.6pp | 73.4%+15.5pp | 82.4%+6.5pp |
| Annual return | 21.19% | 37.41%-16.2pp | 34.67%-13.5pp | 202.70%-181.5pp |
| Employer contribution / active EE | $2,012 | $3,645-44.8% | $3,226-37.6% | $5,055-60.2% |
| Participant deferral / active EE | $3,681 | $5,760-36.1% | $5,217-29.4% | $6,977-47.2% |
| Admin fee / account holder | $18 | $15,467-99.9% | $13,208-99.9% | $19,030-99.9% |