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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,944 | $106,280-75.6% | $96,538-73.1% | $139,487-81.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 33.27% | 38.48%-5.2pp | 35.74%-2.5pp | 373.84%-340.6pp |
| Employer contribution / active EE | $1,583 | $4,107-61.5% | $3,740-57.7% | $4,755-66.7% |
| Participant deferral / active EE | $7,705 | $5,457+41.2% | $4,880+57.9% | $6,713+14.8% |
| Admin fee / account holder | $209 | $7,888-97.4% | $6,737-96.9% | $11,407-98.2% |