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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,941 | $108,882-67.0% | $96,754-62.9% | $154,746-76.8% |
| Participation rate | 73.3% | 75.1%-1.7pp | 70.3%+3.1pp | 80.7%-7.4pp |
| Annual return | 17.42% | 98.39%-81.0pp | 82.04%-64.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $667 | $3,018-77.9% | $2,679-75.1% | $4,379-84.8% |
| Participant deferral / active EE | $3,314 | $5,323-37.7% | $4,758-30.4% | $6,730-50.8% |
| Admin fee / account holder | $63 | $10,200-99.4% | $8,905-99.3% | $14,365-99.6% |