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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,129 | $56,063-32.0% | $76,051-49.9% | $80,911-52.9% |
| Participation rate | 81.6% | 62.0%+19.5pp | 69.1%+12.5pp | 67.6%+13.9pp |
| Annual return | 11.70% | 20.54%-8.8pp | 360.42%-348.7pp | 35.63%-23.9pp |
| Employer contribution / active EE | $944 | $1,874-49.6% | $2,690-64.9% | $2,756-65.8% |
| Participant deferral / active EE | $5,901 | $3,052+93.3% | $4,257+38.6% | $4,297+37.3% |
| Admin fee / account holder | $172 | $5,240-96.7% | $6,416-97.3% | $6,935-97.5% |