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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,235 | $124,425-57.2% | $112,040-52.5% | $137,256-61.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 17.79% | 24.72%-6.9pp | 24.52%-6.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,655 | $3,411-51.5% | $2,954-44.0% | $4,156-60.2% |
| Participant deferral / active EE | $3,545 | $5,718-38.0% | $5,098-30.5% | $6,407-44.7% |
| Admin fee / account holder | $38 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |