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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,716 | $106,247-80.5% | $96,515-78.5% | $139,466-85.1% |
| Participation rate | 76.2% | 77.8%-1.7pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 23.94% | 38.47%-14.5pp | 35.73%-11.8pp | 373.66%-349.7pp |
| Employer contribution / active EE | $2,744 | $4,106-33.2% | $3,740-26.6% | $4,754-42.3% |
| Participant deferral / active EE | $5,020 | $5,456-8.0% | $4,880+2.9% | $6,712-25.2% |
| Admin fee / account holder | $237 | $7,885-97.0% | $6,735-96.5% | $11,409-97.9% |