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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,780 | $48,011-23.4% | $63,803-42.4% | $82,637-55.5% |
| Participation rate | 96.6% | 66.6%+30.0pp | 72.7%+23.8pp | 68.1%+28.5pp |
| Annual return | 12.20% | 19.84%-7.6pp | 543.72%-531.5pp | 53.51%-41.3pp |
| Employer contribution / active EE | $913 | $1,904-52.0% | $2,532-63.9% | $2,552-64.2% |
| Participant deferral / active EE | $4,731 | $2,846+66.2% | $3,843+23.1% | $4,126+14.7% |
| Admin fee / account holder | $184 | $3,873-95.3% | $5,196-96.5% | $7,339-97.5% |