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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,095 | $156,616-74.4% | $133,346-69.9% | $198,609-79.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 20.85% | 44.25%-23.4pp | 36.85%-16.0pp | 202.70%-181.8pp |
| Employer contribution / active EE | $894 | $3,368-73.5% | $2,853-68.7% | $5,055-82.3% |
| Participant deferral / active EE | $5,595 | $4,920+13.7% | $4,332+29.1% | $6,977-19.8% |
| Admin fee / account holder | $9 | $17,468-100.0% | $14,264-99.9% | $19,030-100.0% |