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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,044 | $110,303-55.5% | $95,759-48.8% | $139,487-64.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.09% | 27.19%-11.1pp | 28.42%-12.3pp | 373.84%-357.7pp |
| Employer contribution / active EE | $387 | $3,261-88.1% | $2,836-86.3% | $4,755-91.9% |
| Participant deferral / active EE | $5,853 | $4,674+25.2% | $4,244+37.9% | $6,713-12.8% |
| Admin fee / account holder | $165 | $6,615-97.5% | $5,678-97.1% | $11,407-98.6% |