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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,606 | $141,004-77.6% | $112,273-71.8% | $139,466-77.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 16.36% | 32.75%-16.4pp | 30.23%-13.9pp | 373.66%-357.3pp |
| Employer contribution / active EE | $1,827 | $4,285-57.4% | $3,431-46.8% | $4,754-61.6% |
| Participant deferral / active EE | $8,866 | $5,878+50.8% | $4,800+84.7% | $6,712+32.1% |
| Admin fee / account holder | $203 | $9,959-98.0% | $7,752-97.4% | $11,409-98.2% |