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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,715 | $106,247-75.8% | $96,515-73.4% | $139,466-81.6% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.28% | 38.47%-7.2pp | 35.73%-4.5pp | 373.66%-342.4pp |
| Employer contribution / active EE | $2,843 | $4,106-30.8% | $3,740-24.0% | $4,754-40.2% |
| Participant deferral / active EE | $6,102 | $5,456+11.8% | $4,880+25.1% | $6,712-9.1% |
| Admin fee / account holder | $124 | $7,885-98.4% | $6,735-98.2% | $11,409-98.9% |