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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,603 | $107,809-54.0% | $97,032-48.9% | $155,188-68.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 71.6%+8.4pp | 80.8%-0.8pp |
| Annual return | 20.12% | 38.06%-17.9pp | 35.38%-15.3pp | 148.84%-128.7pp |
| Employer contribution / active EE | $930 | $2,911-68.1% | $2,629-64.6% | $4,248-78.1% |
| Participant deferral / active EE | $1,259 | $5,129-75.5% | $4,672-73.1% | $6,531-80.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |