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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,481 | $199,109-73.1% | $173,730-69.2% | $154,746-65.4% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 21.39% | 20.02%+1.4pp | 19.96%+1.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,639 | $5,311-69.1% | $4,577-64.2% | $4,379-62.6% |
| Participant deferral / active EE | $3,095 | $7,113-56.5% | $6,326-51.1% | $6,730-54.0% |
| Admin fee / account holder | $93 | $20,916-99.6% | $17,523-99.5% | $14,365-99.4% |