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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,671 | $96,558-79.6% | $80,977-75.7% | $273,972-92.8% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 12.63% | 15.14%-2.5pp | 17.11%-4.5pp | 41.46%-28.8pp |
| Employer contribution / active EE | $2,621 | $4,869-46.2% | $3,715-29.4% | $4,869-46.2% |
| Participant deferral / active EE | $8,641 | $6,598+31.0% | $5,696+51.7% | $5,287+63.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |