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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,217 | $96,491-61.4% | $75,894-51.0% | $152,885-75.7% |
| Participation rate | 94.7% | 76.2%+18.5pp | 69.3%+25.5pp | 82.5%+12.3pp |
| Annual return | 23.24% | 33.98%-10.7pp | 30.76%-7.5pp | 345.39%-322.2pp |
| Employer contribution / active EE | $1,987 | $3,310-40.0% | $2,501-20.6% | $4,763-58.3% |
| Participant deferral / active EE | $6,351 | $4,553+39.5% | $3,603+76.3% | $5,851+8.6% |
| Admin fee / account holder | $276 | $8,079-96.6% | $5,420-94.9% | $11,598-97.6% |