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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,938 | $165,939-56.0% | $122,354-40.4% | $147,586-50.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 14.01% | 34.56%-20.5pp | 30.28%-16.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $764 | $5,754-86.7% | $4,051-81.1% | $4,876-84.3% |
| Participant deferral / active EE | $1,551 | $4,005-61.3% | $3,287-52.8% | $5,439-71.5% |
| Admin fee / account holder | $11 | $7,425-99.9% | $5,479-99.8% | $10,886-99.9% |