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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,404 | $107,809-83.9% | $97,032-82.1% | $155,188-88.8% |
| Participation rate | 71.4% | 75.5%-4.0pp | 71.6%-0.1pp | 80.8%-9.4pp |
| Annual return | 19.61% | 38.06%-18.5pp | 35.38%-15.8pp | 148.84%-129.2pp |
| Employer contribution / active EE | $967 | $2,911-66.8% | $2,629-63.2% | $4,248-77.2% |
| Participant deferral / active EE | $3,917 | $5,129-23.6% | $4,672-16.2% | $6,531-40.0% |
| Admin fee / account holder | $61 | $10,717-99.4% | $9,418-99.4% | $14,480-99.6% |