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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,779 | $85,024-23.8% | $70,544-8.2% | $139,466-53.6% |
| Participation rate | 80.0% | 73.9%+6.1pp | 68.4%+11.6pp | 80.3%-0.3pp |
| Annual return | 41.29% | 30.39%+10.9pp | 32.79%+8.5pp | 373.66%-332.4pp |
| Employer contribution / active EE | $832 | $3,912-78.7% | $2,976-72.0% | $4,754-82.5% |
| Participant deferral / active EE | $4,140 | $5,891-29.7% | $4,568-9.4% | $6,712-38.3% |
| Admin fee / account holder | $63 | $8,928-99.3% | $6,427-99.0% | $11,409-99.4% |