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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,982 | $110,278-67.4% | $95,740-62.4% | $139,466-74.2% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.63% | 27.19%-9.6pp | 28.41%-10.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $431 | $3,260-86.8% | $2,836-84.8% | $4,754-90.9% |
| Participant deferral / active EE | $5,344 | $4,674+14.3% | $4,244+25.9% | $6,712-20.4% |
| Admin fee / account holder | $270 | $6,613-95.9% | $5,676-95.2% | $11,409-97.6% |