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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,592 | $114,013-71.4% | $103,693-68.6% | $155,188-79.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 36.14% | 49.31%-13.2pp | 47.61%-11.5pp | 148.84%-112.7pp |
| Employer contribution / active EE | $1,465 | $3,131-53.2% | $2,920-49.9% | $4,248-65.5% |
| Participant deferral / active EE | $3,790 | $4,970-23.7% | $4,579-17.2% | $6,531-42.0% |
| Admin fee / account holder | $274 | $8,407-96.7% | $7,858-96.5% | $14,480-98.1% |