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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,556 | $106,267-72.2% | $96,520-69.4% | $139,456-78.8% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 18.42% | 38.45%-20.0pp | 35.72%-17.3pp | 373.45%-355.0pp |
| Employer contribution / active EE | $1,968 | $4,105-52.1% | $3,739-47.4% | $4,753-58.6% |
| Participant deferral / active EE | $2,753 | $5,454-49.5% | $4,879-43.6% | $6,711-59.0% |
| Admin fee / account holder | $246 | $7,882-96.9% | $6,733-96.3% | $11,407-97.8% |