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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,934 | $77,416-43.2% | $69,464-36.8% | $152,897-71.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 20.45% | 39.08%-18.6pp | 28.98%-8.5pp | 345.43%-325.0pp |
| Employer contribution / active EE | $1,967 | $3,315-40.6% | $2,779-29.2% | $4,764-58.7% |
| Participant deferral / active EE | $3,389 | $4,413-23.2% | $3,536-4.1% | $5,851-42.1% |
| Admin fee / account holder | $54 | $6,208-99.1% | $3,840-98.6% | $11,599-99.5% |