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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,629 | $136,860-66.7% | $120,344-62.1% | $154,746-70.5% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 25.23% | 21.38%+3.9pp | 20.30%+4.9pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,450 | $3,533-30.6% | $3,020-18.9% | $4,379-44.0% |
| Participant deferral / active EE | $12,370 | $5,793+113.5% | $5,135+140.9% | $6,730+83.8% |
| Admin fee / account holder | $67 | $15,393-99.6% | $12,742-99.5% | $14,365-99.5% |