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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,587 | $106,247-58.0% | $96,515-53.8% | $139,466-68.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.43% | 38.47%-22.0pp | 35.73%-19.3pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,722 | $4,106-58.1% | $3,740-53.9% | $4,754-63.8% |
| Participant deferral / active EE | $7,002 | $5,456+28.3% | $4,880+43.5% | $6,712+4.3% |
| Admin fee / account holder | $64 | $7,885-99.2% | $6,735-99.1% | $11,409-99.4% |