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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,319 | $114,013-83.9% | $103,693-82.3% | $155,188-88.2% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 23.40% | 49.31%-25.9pp | 47.61%-24.2pp | 148.84%-125.4pp |
| Employer contribution / active EE | $2,038 | $3,131-34.9% | $2,920-30.2% | $4,248-52.0% |
| Participant deferral / active EE | $2,866 | $4,970-42.3% | $4,579-37.4% | $6,531-56.1% |
| Admin fee / account holder | $13 | $8,407-99.8% | $7,858-99.8% | $14,480-99.9% |