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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,859 | $102,609-83.6% | $98,090-82.8% | $138,895-87.9% |
| Participation rate | 81.8% | 82.8%-1.0pp | 81.5%+0.3pp | 79.9%+1.9pp |
| Annual return | 19.26% | 36.44%-17.2pp | 37.05%-17.8pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,239 | $3,867-42.1% | $3,606-37.9% | $4,194-46.6% |
| Participant deferral / active EE | $2,460 | $8,167-69.9% | $7,845-68.6% | $6,396-61.5% |
| Admin fee / account holder | $240 | $11,434-97.9% | $11,815-98.0% | $12,562-98.1% |