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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,029 | $201,372-82.1% | $184,260-80.4% | $145,884-75.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 14.42% | 29.04%-14.6pp | 28.84%-14.4pp | 551.85%-537.4pp |
| Employer contribution / active EE | $1,464 | $7,024-79.2% | $6,427-77.2% | $4,662-68.6% |
| Participant deferral / active EE | $5,697 | $9,808-41.9% | $9,133-37.6% | $6,690-14.8% |
| Admin fee / account holder | $19 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |