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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,533 | $124,425-68.2% | $112,040-64.7% | $137,256-71.2% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 15.80% | 24.72%-8.9pp | 24.52%-8.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,198 | $3,411-35.6% | $2,954-25.6% | $4,156-47.1% |
| Participant deferral / active EE | $6,955 | $5,718+21.6% | $5,098+36.4% | $6,407+8.6% |
| Admin fee / account holder | $219 | $15,207-98.6% | $12,098-98.2% | $12,270-98.2% |