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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,742 | $106,247-88.0% | $96,515-86.8% | $139,466-90.9% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 36.73% | 38.47%-1.7pp | 35.73%+1.0pp | 373.66%-336.9pp |
| Employer contribution / active EE | $1,145 | $4,106-72.1% | $3,740-69.4% | $4,754-75.9% |
| Participant deferral / active EE | $4,865 | $5,456-10.8% | $4,880-0.3% | $6,712-27.5% |
| Admin fee / account holder | $5 | $7,885-99.9% | $6,735-99.9% | $11,409-100.0% |