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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,717 | $135,956-83.3% | $123,894-81.7% | $273,972-91.7% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 8.26% | 56.63%-48.4pp | 47.52%-39.3pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,523 | $5,170-70.5% | $4,617-67.0% | $4,869-68.7% |
| Participant deferral / active EE | $3,261 | $6,343-48.6% | $5,984-45.5% | $5,287-38.3% |
| Admin fee / account holder | $206 | $9,817-97.9% | $8,357-97.5% | $10,133-98.0% |