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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,076 | $77,920-43.4% | $149,723-70.6% | $75,177-41.4% |
| Participation rate | 89.3% | 65.6%+23.7pp | 78.8%+10.5pp | 67.2%+22.1pp |
| Annual return | 21.92% | 31.72%-9.8pp | 134.50%-112.6pp | 160.75%-138.8pp |
| Employer contribution / active EE | $929 | $3,138-70.4% | $4,821-80.7% | $2,671-65.2% |
| Participant deferral / active EE | $2,584 | $3,411-24.3% | $5,682-54.5% | $4,126-37.4% |
| Admin fee / account holder | $35 | $5,951-99.4% | $13,215-99.7% | $5,651-99.4% |