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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,444 | $149,679-78.3% | $117,039-72.3% | $147,586-78.0% |
| Participation rate | 87.5% | 83.5%+4.0pp | 77.2%+10.3pp | 82.8%+4.7pp |
| Annual return | 15.56% | 19.31%-3.8pp | 18.95%-3.4pp | 578.59%-563.0pp |
| Employer contribution / active EE | $1,792 | $4,937-63.7% | $3,785-52.7% | $4,876-63.3% |
| Participant deferral / active EE | $2,203 | $4,912-55.1% | $3,929-43.9% | $5,439-59.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |