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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,301 | $72,273-63.6% | $101,275-74.0% | $79,856-67.1% |
| Participation rate | 71.4% | 68.5%+3.0pp | 75.8%-4.4pp | 69.6%+1.8pp |
| Annual return | 20.27% | 22.30%-2.0pp | 46.48%-26.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,063 | $2,691-60.5% | $3,660-71.0% | $2,471-57.0% |
| Participant deferral / active EE | $2,665 | $3,282-18.8% | $4,371-39.0% | $3,741-28.7% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |