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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,233 | $110,410-65.4% | $102,437-62.7% | $145,897-73.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.0pp |
| Annual return | 26.05% | 24.85%+1.2pp | 24.95%+1.1pp | 552.29%-526.2pp |
| Employer contribution / active EE | $1,940 | $4,217-54.0% | $3,871-49.9% | $4,663-58.4% |
| Participant deferral / active EE | $2,692 | $5,622-52.1% | $5,060-46.8% | $6,689-59.8% |
| Admin fee / account holder | $209 | $9,745-97.9% | $8,388-97.5% | $13,390-98.4% |