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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,095 | $116,203-72.4% | $93,621-65.7% | $152,897-79.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 28.88% | 35.96%-7.1pp | 32.76%-3.9pp | 345.43%-316.5pp |
| Employer contribution / active EE | $657 | $3,219-79.6% | $2,719-75.8% | $4,764-86.2% |
| Participant deferral / active EE | $3,949 | $4,605-14.2% | $4,070-3.0% | $5,851-32.5% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |