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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,312 | $78,690-52.6% | $161,489-76.9% | $87,485-57.4% |
| Participation rate | 83.0% | 67.5%+15.6pp | 78.7%+4.3pp | 68.9%+14.1pp |
| Annual return | 21.26% | 32.74%-11.5pp | 89.72%-68.5pp | 26.06%-4.8pp |
| Employer contribution / active EE | $2,111 | $2,588-18.4% | $4,268-50.5% | $2,596-18.7% |
| Participant deferral / active EE | $4,403 | $3,311+33.0% | $5,630-21.8% | $4,274+3.0% |
| Admin fee / account holder | $134 | $6,724-98.0% | $16,006-99.2% | $7,775-98.3% |