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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,831 | $147,556-77.1% | $129,031-73.8% | $198,609-83.0% |
| Participation rate | 70.0% | 77.2%-7.2pp | 73.4%-3.4pp | 82.4%-12.4pp |
| Annual return | 17.08% | 37.41%-20.3pp | 34.67%-17.6pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,187 | $3,645-67.4% | $3,226-63.2% | $5,055-76.5% |
| Participant deferral / active EE | $2,343 | $5,760-59.3% | $5,217-55.1% | $6,977-66.4% |
| Admin fee / account holder | $20 | $15,467-99.9% | $13,208-99.8% | $19,030-99.9% |