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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,848 | $123,000-48.9% | $105,582-40.5% | $198,609-68.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 71.8%+3.2pp | 82.4%-7.4pp |
| Annual return | 18.83% | 18.31%+0.5pp | 18.61%+0.2pp | 202.70%-183.9pp |
| Employer contribution / active EE | $1,753 | $3,582-51.1% | $2,984-41.3% | $5,055-65.3% |
| Participant deferral / active EE | $9,504 | $5,013+89.6% | $4,353+118.3% | $6,977+36.2% |
| Admin fee / account holder | $20 | $16,254-99.9% | $12,856-99.8% | $19,030-99.9% |