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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,294 | $118,496-56.7% | $98,461-47.9% | $139,466-63.2% |
| Participation rate | 76.9% | 77.5%-0.5pp | 75.2%+1.8pp | 80.3%-3.4pp |
| Annual return | 17.84% | 18.96%-1.1pp | 21.17%-3.3pp | 373.66%-355.8pp |
| Employer contribution / active EE | $1,698 | $3,611-53.0% | $3,049-44.3% | $4,754-64.3% |
| Participant deferral / active EE | $2,546 | $5,393-52.8% | $4,738-46.3% | $6,712-62.1% |
| Admin fee / account holder | $194 | $14,056-98.6% | $8,961-97.8% | $11,409-98.3% |