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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $111,814-76.3% | $103,378-74.3% | $145,978-81.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.75% | 24.80%-3.0pp | 24.91%-3.2pp | 550.52%-528.8pp |
| Employer contribution / active EE | $3,472 | $4,215-17.6% | $3,870-10.3% | $4,662-25.5% |
| Participant deferral / active EE | $3,472 | $5,618-38.2% | $5,058-31.4% | $6,690-48.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |