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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,762 | $77,416-51.2% | $69,464-45.6% | $152,897-75.3% |
| Participation rate | 76.5% | 78.1%-1.6pp | 74.6%+1.9pp | 82.5%-6.0pp |
| Annual return | 23.46% | 39.08%-15.6pp | 28.98%-5.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $688 | $3,315-79.3% | $2,779-75.3% | $4,764-85.6% |
| Participant deferral / active EE | $5,734 | $4,413+29.9% | $3,536+62.2% | $5,851-2.0% |
| Admin fee / account holder | $66 | $6,208-98.9% | $3,840-98.3% | $11,599-99.4% |