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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,486 | $176,402-66.8% | $134,162-56.4% | $158,982-63.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 12.05% | 63.66%-51.6pp | 36.35%-24.3pp | 302.99%-290.9pp |
| Employer contribution / active EE | $294 | $5,042-94.2% | $3,705-92.1% | $4,763-93.8% |
| Participant deferral / active EE | $998 | $4,093-75.6% | $3,500-71.5% | $5,983-83.3% |
| Admin fee / account holder | $176 | $8,719-98.0% | $6,685-97.4% | $11,252-98.4% |