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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,904 | $90,486-78.0% | $78,676-74.7% | $273,972-92.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 5.93% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,220 | $3,175-61.6% | $2,850-57.2% | $4,869-74.9% |
| Participant deferral / active EE | $1,039 | $3,901-73.4% | $3,517-70.5% | $5,287-80.3% |
| Admin fee / account holder | $93 | $5,263-98.2% | $4,510-97.9% | $10,133-99.1% |