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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,009 | $102,938-61.1% | $94,105-57.5% | $138,895-71.2% |
| Participation rate | 71.4% | 74.6%-3.2pp | 71.9%-0.5pp | 79.9%-8.5pp |
| Annual return | 22.19% | 250.28%-228.1pp | 204.55%-182.4pp | 145.39%-123.2pp |
| Employer contribution / active EE | $1,227 | $2,732-55.1% | $2,504-51.0% | $4,194-70.7% |
| Participant deferral / active EE | $6,436 | $4,196+53.4% | $3,881+65.8% | $6,396+0.6% |
| Admin fee / account holder | $153 | $6,600-97.7% | $6,199-97.5% | $12,562-98.8% |