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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,310 | $123,155-84.3% | $108,753-82.2% | $155,188-87.6% |
| Participation rate | 70.0% | 75.6%-5.6pp | 71.1%-1.1pp | 80.8%-10.8pp |
| Annual return | 24.44% | 44.73%-20.3pp | 37.47%-13.0pp | 148.84%-124.4pp |
| Employer contribution / active EE | $980 | $2,811-65.2% | $2,427-59.6% | $4,248-76.9% |
| Participant deferral / active EE | $4,086 | $4,623-11.6% | $4,115-0.7% | $6,531-37.4% |
| Admin fee / account holder | $234 | $12,126-98.1% | $10,320-97.7% | $14,480-98.4% |