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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,709 | $103,392-69.3% | $87,104-63.6% | $152,897-79.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 29.13% | 28.10%+1.0pp | 28.19%+0.9pp | 345.43%-316.3pp |
| Employer contribution / active EE | $1,005 | $3,221-68.8% | $2,521-60.2% | $4,764-78.9% |
| Participant deferral / active EE | $5,370 | $4,778+12.4% | $4,048+32.6% | $5,851-8.2% |
| Admin fee / account holder | $237 | $12,194-98.1% | $7,491-96.8% | $11,599-98.0% |