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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,360 | $77,816-59.7% | $123,552-74.6% | $64,173-51.1% |
| Participation rate | 73.0% | 74.7%-1.7pp | 82.3%-9.3pp | 69.6%+3.4pp |
| Annual return | 17.92% | 12.49%+5.4pp | 119.20%-101.3pp | 7.63%+10.3pp |
| Employer contribution / active EE | $2,143 | $3,014-28.9% | $4,628-53.7% | $2,381-10.0% |
| Participant deferral / active EE | $4,527 | $5,240-13.6% | $6,426-29.6% | $3,470+30.5% |
| Admin fee / account holder | $225 | $5,519-95.9% | $9,285-97.6% | $4,887-95.4% |