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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,173 | $118,496-84.7% | $98,461-81.5% | $139,466-87.0% |
| Participation rate | 70.6% | 77.5%-6.9pp | 75.2%-4.6pp | 80.3%-9.7pp |
| Annual return | 25.20% | 18.96%+6.2pp | 21.17%+4.0pp | 373.66%-348.5pp |
| Employer contribution / active EE | $1,557 | $3,611-56.9% | $3,049-48.9% | $4,754-67.2% |
| Participant deferral / active EE | $4,185 | $5,393-22.4% | $4,738-11.7% | $6,712-37.6% |
| Admin fee / account holder | $274 | $14,056-98.0% | $8,961-96.9% | $11,409-97.6% |