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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,694 | $174,018-54.8% | $136,833-42.5% | $198,609-60.4% |
| Participation rate | 71.4% | 65.1%+6.3pp | 59.0%+12.4pp | 82.4%-10.9pp |
| Annual return | 18.67% | 35.16%-16.5pp | 35.32%-16.6pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,012 | $1,571-35.6% | $1,319-23.3% | $5,055-80.0% |
| Participant deferral / active EE | $1,963 | $2,873-31.7% | $2,441-19.6% | $6,977-71.9% |
| Admin fee / account holder | $40 | $5,434-99.3% | $4,706-99.1% | $19,030-99.8% |