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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,831 | $108,882-68.9% | $96,754-65.0% | $154,746-78.1% |
| Participation rate | 70.0% | 75.1%-5.1pp | 70.3%-0.3pp | 80.7%-10.7pp |
| Annual return | 17.08% | 98.39%-81.3pp | 82.04%-65.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,187 | $3,018-60.7% | $2,679-55.7% | $4,379-72.9% |
| Participant deferral / active EE | $2,343 | $5,323-56.0% | $4,758-50.8% | $6,730-65.2% |
| Admin fee / account holder | $20 | $10,200-99.8% | $8,905-99.8% | $14,365-99.9% |