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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,306 | $107,666-80.2% | $102,184-79.1% | $154,746-86.2% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 20.79% | 29.33%-8.5pp | 31.58%-10.8pp | 172.34%-151.5pp |
| Employer contribution / active EE | $3,891 | $3,846+1.2% | $3,594+8.3% | $4,379-11.2% |
| Participant deferral / active EE | $4,864 | $8,719-44.2% | $8,309-41.5% | $6,730-27.7% |
| Admin fee / account holder | $40 | $12,943-99.7% | $11,609-99.7% | $14,365-99.7% |