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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,377 | $96,524-61.3% | $75,900-50.8% | $152,909-75.6% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 17.92% | 33.93%-16.0pp | 30.73%-12.8pp | 345.46%-327.5pp |
| Employer contribution / active EE | $688 | $3,311-79.2% | $2,501-72.5% | $4,764-85.6% |
| Participant deferral / active EE | $1,248 | $4,554-72.6% | $3,604-65.4% | $5,851-78.7% |
| Admin fee / account holder | $0 | $8,082-100.0% | $5,421-100.0% | $11,601-100.0% |