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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,084 | $51,638-32.1% | $68,368-48.7% | $82,448-57.4% |
| Participation rate | 97.3% | 63.6%+33.7pp | 73.8%+23.5pp | 68.1%+29.2pp |
| Annual return | 16.20% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,784 | $2,047-12.8% | $2,649-32.6% | $2,551-30.1% |
| Participant deferral / active EE | $5,419 | $2,914+86.0% | $4,123+31.4% | $4,139+30.9% |
| Admin fee / account holder | $252 | $4,643-94.6% | $5,150-95.1% | $7,234-96.5% |