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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,306 | $52,293-34.4% | $178,498-80.8% | $73,412-53.3% |
| Participation rate | 88.7% | 65.3%+23.3pp | 81.9%+6.7pp | 72.2%+16.5pp |
| Annual return | 21.66% | 34.75%-13.1pp | 151.09%-129.4pp | 59.30%-37.6pp |
| Employer contribution / active EE | $769 | $1,735-55.7% | $5,011-84.6% | $2,234-65.6% |
| Participant deferral / active EE | $3,934 | $2,332+68.7% | $5,202-24.4% | $3,806+3.4% |
| Admin fee / account holder | $159 | $127+24.8% | $13,985-98.9% | $158+0.7% |