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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,803 | $100,003-56.2% | $146,685-70.1% | $85,856-49.0% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 16.48% | 18.93%-2.4pp | 22.75%-6.3pp | 318.58%-302.1pp |
| Employer contribution / active EE | $2,134 | $2,559-16.6% | $4,137-48.4% | $2,565-16.8% |
| Participant deferral / active EE | $3,026 | $4,006-24.5% | $5,507-45.1% | $3,952-23.4% |
| Admin fee / account holder | $223 | $7,704-97.1% | $10,281-97.8% | $6,261-96.4% |