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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,975 | $89,370-59.7% | $141,197-74.5% | $72,976-50.7% |
| Participation rate | 70.4% | 75.1%-4.8pp | 82.5%-12.1pp | 69.5%+0.9pp |
| Annual return | 31.77% | 111.88%-80.1pp | 71.41%-39.6pp | 81.02%-49.2pp |
| Employer contribution / active EE | $1,698 | $3,115-45.5% | $4,736-64.2% | $2,440-30.4% |
| Participant deferral / active EE | $5,116 | $5,419-5.6% | $6,710-23.8% | $3,608+41.8% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |