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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,955 | $114,013-87.8% | $103,693-86.5% | $155,188-91.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 17.30% | 49.31%-32.0pp | 47.61%-30.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,819 | $3,131-41.9% | $2,920-37.7% | $4,248-57.2% |
| Participant deferral / active EE | $3,164 | $4,970-36.3% | $4,579-30.9% | $6,531-51.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |