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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,565 | $106,247-76.9% | $96,515-74.5% | $139,466-82.4% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 32.51% | 38.47%-6.0pp | 35.73%-3.2pp | 373.66%-341.2pp |
| Employer contribution / active EE | $1,938 | $4,106-52.8% | $3,740-48.2% | $4,754-59.2% |
| Participant deferral / active EE | $3,409 | $5,456-37.5% | $4,880-30.1% | $6,712-49.2% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |