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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,950 | $85,094-77.7% | $76,327-75.2% | $145,884-87.0% |
| Participation rate | 73.3% | 82.9%-9.5pp | 79.2%-5.9pp | 80.3%-7.0pp |
| Annual return | 14.99% | 13.13%+1.9pp | 13.79%+1.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,594 | $5,261-69.7% | $4,584-65.2% | $4,662-65.8% |
| Participant deferral / active EE | $3,670 | $6,390-42.6% | $5,478-33.0% | $6,690-45.1% |
| Admin fee / account holder | $52 | $5,773-99.1% | $5,139-99.0% | $13,392-99.6% |