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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,242 | $98,776-67.4% | $149,745-78.5% | $79,856-59.6% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 22.11% | 27.38%-5.3pp | 276.72%-254.6pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,938 | $3,217-39.8% | $4,646-58.3% | $2,471-21.6% |
| Participant deferral / active EE | $3,233 | $5,681-43.1% | $6,843-52.8% | $3,741-13.6% |
| Admin fee / account holder | $8 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |