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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,217 | $96,965-56.5% | $97,995-56.9% | $147,586-71.4% |
| Participation rate | 77.8% | 83.6%-5.8pp | 82.4%-4.6pp | 82.8%-5.1pp |
| Annual return | 23.76% | 24.11%-0.4pp | 23.94%-0.2pp | 578.59%-554.8pp |
| Employer contribution / active EE | $1,858 | $4,536-59.0% | $4,158-55.3% | $4,876-61.9% |
| Participant deferral / active EE | $3,522 | $5,081-30.7% | $5,097-30.9% | $5,439-35.2% |
| Admin fee / account holder | $5 | $8,120-99.9% | $5,943-99.9% | $10,886-100.0% |