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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,442 | $80,992-48.8% | $96,534-57.1% | $75,173-44.9% |
| Participation rate | 97.2% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 17.42% | 27.05%-9.6pp | 25.88%-8.5pp | 160.72%-143.3pp |
| Employer contribution / active EE | $1,955 | $2,283-14.4% | $2,965-34.1% | $2,671-26.8% |
| Participant deferral / active EE | $2,248 | $3,929-42.8% | $4,851-53.7% | $4,126-45.5% |
| Admin fee / account holder | $60 | $6,717-99.1% | $8,253-99.3% | $5,651-98.9% |