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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,410 | $106,280-69.5% | $96,538-66.4% | $139,487-76.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 19.09% | 38.48%-19.4pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $2,519 | $4,107-38.7% | $3,740-32.6% | $4,755-47.0% |
| Participant deferral / active EE | $3,053 | $5,457-44.1% | $4,880-37.5% | $6,713-54.5% |
| Admin fee / account holder | $4 | $7,888-99.9% | $6,737-99.9% | $11,407-100.0% |