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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,502 | $124,425-49.8% | $112,040-44.2% | $137,256-54.5% |
| Participation rate | 73.9% | 79.3%-5.4pp | 76.5%-2.6pp | 80.0%-6.0pp |
| Annual return | 11.57% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,514 | $3,411-55.6% | $2,954-48.7% | $4,156-63.6% |
| Participant deferral / active EE | $2,438 | $5,718-57.4% | $5,098-52.2% | $6,407-61.9% |
| Admin fee / account holder | $49 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |