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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,117 | $104,650-58.8% | $83,854-48.6% | $155,188-72.2% |
| Participation rate | 90.0% | 65.1%+24.9pp | 59.1%+30.9pp | 80.8%+9.2pp |
| Annual return | 18.32% | 28.97%-10.7pp | 31.39%-13.1pp | 148.84%-130.5pp |
| Employer contribution / active EE | $536 | $1,196-55.2% | $1,017-47.4% | $4,248-87.4% |
| Participant deferral / active EE | $1,002 | $2,367-57.7% | $2,035-50.8% | $6,531-84.7% |
| Admin fee / account holder | $94 | $3,518-97.3% | $3,197-97.0% | $14,480-99.3% |