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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,231 | $157,829-75.8% | $136,867-72.1% | $198,609-80.8% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 18.92% | 51.25%-32.3pp | 42.97%-24.1pp | 202.70%-183.8pp |
| Employer contribution / active EE | $2,087 | $3,923-46.8% | $3,547-41.2% | $5,055-58.7% |
| Participant deferral / active EE | $4,808 | $5,463-12.0% | $4,924-2.3% | $6,977-31.1% |
| Admin fee / account holder | $167 | $11,107-98.5% | $10,340-98.4% | $19,030-99.1% |