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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,700 | $90,486-63.9% | $78,676-58.4% | $273,972-88.1% |
| Participation rate | 81.0% | 76.5%+4.4pp | 73.6%+7.4pp | 83.0%-2.1pp |
| Annual return | 10.76% | 75.62%-64.9pp | 62.19%-51.4pp | 41.46%-30.7pp |
| Employer contribution / active EE | $728 | $3,175-77.1% | $2,850-74.5% | $4,869-85.0% |
| Participant deferral / active EE | $2,762 | $3,901-29.2% | $3,517-21.5% | $5,287-47.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |