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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,500 | $115,225-71.8% | $100,712-67.7% | $138,895-76.6% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.3%+16.4pp | 79.9%+5.8pp |
| Annual return | 23.17% | 40.35%-17.2pp | 33.27%-10.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,975 | $2,771-28.7% | $2,313-14.6% | $4,194-52.9% |
| Participant deferral / active EE | $3,796 | $4,699-19.2% | $4,085-7.1% | $6,396-40.6% |
| Admin fee / account holder | $38 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |