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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,009 | $101,618-60.6% | $93,063-57.0% | $137,256-70.9% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 22.19% | 223.95%-201.8pp | 34.15%-12.0pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,227 | $2,707-54.7% | $2,476-50.4% | $4,156-70.5% |
| Participant deferral / active EE | $6,436 | $4,279+50.4% | $3,958+62.6% | $6,407+0.4% |
| Admin fee / account holder | $153 | $6,198-97.5% | $6,033-97.5% | $12,270-98.8% |