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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,425 | $99,380-73.4% | $90,312-70.7% | $155,188-83.0% |
| Participation rate | 75.0% | 77.3%-2.3pp | 72.9%+2.1pp | 80.8%-5.8pp |
| Annual return | 14.29% | 19.35%-5.1pp | 18.90%-4.6pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,856 | $2,390-22.3% | $2,243-17.2% | $4,248-56.3% |
| Participant deferral / active EE | $834 | $4,212-80.2% | $3,749-77.8% | $6,531-87.2% |
| Admin fee / account holder | $150 | $9,766-98.5% | $8,248-98.2% | $14,480-99.0% |