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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,425 | $135,956-83.5% | $123,894-81.9% | $273,972-91.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.83% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,549 | $5,170-70.0% | $4,617-66.4% | $4,869-68.2% |
| Participant deferral / active EE | $4,628 | $6,343-27.0% | $5,984-22.7% | $5,287-12.5% |
| Admin fee / account holder | $261 | $9,817-97.3% | $8,357-96.9% | $10,133-97.4% |