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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,941 | $97,125-63.0% | $86,233-58.3% | $137,256-73.8% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.0%+4.3pp | 80.0%-6.6pp |
| Annual return | 17.42% | 74.19%-56.8pp | 61.39%-44.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $667 | $2,841-76.5% | $2,504-73.4% | $4,156-84.0% |
| Participant deferral / active EE | $3,314 | $5,180-36.0% | $4,559-27.3% | $6,407-48.3% |
| Admin fee / account holder | $63 | $9,725-99.3% | $8,342-99.2% | $12,270-99.5% |