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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,095 | $112,729-64.4% | $98,716-59.4% | $137,256-70.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 20.85% | 38.48%-17.6pp | 31.81%-11.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $894 | $2,725-67.2% | $2,279-60.8% | $4,156-78.5% |
| Participant deferral / active EE | $5,595 | $4,640+20.6% | $4,048+38.2% | $6,407-12.7% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |