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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,095 | $115,225-65.2% | $100,712-60.2% | $138,895-71.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 20.85% | 40.35%-19.5pp | 33.27%-12.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $894 | $2,771-67.7% | $2,313-61.3% | $4,194-78.7% |
| Participant deferral / active EE | $5,595 | $4,699+19.1% | $4,085+37.0% | $6,396-12.5% |
| Admin fee / account holder | $9 | $10,844-99.9% | $9,256-99.9% | $12,562-99.9% |