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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,438 | $90,486-34.3% | $78,676-24.5% | $273,972-78.3% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | 4.19% | 75.62%-71.4pp | 62.19%-58.0pp | 41.46%-37.3pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $655 | $3,901-83.2% | $3,517-81.4% | $5,287-87.6% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |