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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,603 | $108,882-54.4% | $96,754-48.7% | $154,746-67.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 20.12% | 98.39%-78.3pp | 82.04%-61.9pp | 172.34%-152.2pp |
| Employer contribution / active EE | $930 | $3,018-69.2% | $2,679-65.3% | $4,379-78.8% |
| Participant deferral / active EE | $1,259 | $5,323-76.4% | $4,758-73.5% | $6,730-81.3% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |