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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,386 | $89,367-55.9% | $141,191-72.1% | $72,975-46.0% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.5%-11.7pp | 69.5%+1.2pp |
| Annual return | 22.19% | 111.87%-89.7pp | 71.41%-49.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $881 | $3,115-71.7% | $4,736-81.4% | $2,440-63.9% |
| Participant deferral / active EE | $2,967 | $5,419-45.2% | $6,710-55.8% | $3,608-17.8% |
| Admin fee / account holder | $3 | $5,957-100.0% | $10,264-100.0% | $5,124-99.9% |