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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,065 | $93,617-66.8% | $135,982-77.2% | $75,177-58.7% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-11.0pp | 67.2%+3.8pp |
| Annual return | 18.72% | 30.89%-12.2pp | 68.32%-49.6pp | 160.75%-142.0pp |
| Employer contribution / active EE | $2,199 | $3,538-37.8% | $4,859-54.7% | $2,671-17.7% |
| Participant deferral / active EE | $3,669 | $6,406-42.7% | $7,760-52.7% | $4,126-11.1% |
| Admin fee / account holder | $34 | $6,980-99.5% | $10,767-99.7% | $5,651-99.4% |