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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,084 | $49,976-29.8% | $66,674-47.4% | $82,637-57.5% |
| Participation rate | 97.3% | 63.1%+34.2pp | 73.7%+23.6pp | 68.1%+29.2pp |
| Annual return | 16.20% | 39.09%-22.9pp | 321.24%-305.0pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,784 | $1,988-10.3% | $2,620-31.9% | $2,552-30.1% |
| Participant deferral / active EE | $5,419 | $2,847+90.4% | $4,084+32.7% | $4,126+31.3% |
| Admin fee / account holder | $252 | $4,594-94.5% | $5,098-95.1% | $7,339-96.6% |