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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,036 | $69,977-41.4% | $108,582-62.2% | $62,881-34.7% |
| Participation rate | 76.7% | 72.9%+3.8pp | 79.6%-2.9pp | 69.3%+7.4pp |
| Annual return | 15.84% | 10.73%+5.1pp | -51.70%+67.5pp | 20.14%-4.3pp |
| Employer contribution / active EE | $1,258 | $2,135-41.1% | $3,758-66.5% | $2,281-44.8% |
| Participant deferral / active EE | $3,232 | $3,165+2.1% | $4,311-25.0% | $3,203+0.9% |
| Admin fee / account holder | $48 | $5,076-99.1% | $7,645-99.4% | $4,296-98.9% |