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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,167 | $90,509-85.5% | $78,693-83.3% | $273,968-95.2% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.90% | 75.61%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,154 | $3,175-63.7% | $2,850-59.5% | $4,869-76.3% |
| Participant deferral / active EE | $1,784 | $3,901-54.3% | $3,517-49.3% | $5,287-66.3% |
| Admin fee / account holder | $296 | $5,264-94.4% | $4,511-93.4% | $10,132-97.1% |