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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,779 | $106,280-66.3% | $96,538-62.9% | $139,487-74.3% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 30.44% | 38.48%-8.0pp | 35.74%-5.3pp | 373.84%-343.4pp |
| Employer contribution / active EE | $1,034 | $4,107-74.8% | $3,740-72.3% | $4,755-78.2% |
| Participant deferral / active EE | $4,683 | $5,457-14.2% | $4,880-4.0% | $6,713-30.2% |
| Admin fee / account holder | $13 | $7,888-99.8% | $6,737-99.8% | $11,407-99.9% |