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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,666 | $84,236-50.5% | $170,435-75.6% | $70,126-40.6% |
| Participation rate | 72.2% | 70.8%+1.4pp | 83.6%-11.4pp | 69.5%+2.7pp |
| Annual return | 21.00% | 23.06%-2.1pp | 205.94%-184.9pp | 73.15%-52.2pp |
| Employer contribution / active EE | $1,839 | $3,387-45.7% | $5,432-66.1% | $2,343-21.5% |
| Participant deferral / active EE | $3,247 | $3,086+5.2% | $4,939-34.3% | $3,332-2.6% |
| Admin fee / account holder | $15 | $5,698-99.7% | $13,881-99.9% | $4,645-99.7% |