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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,581 | $106,280-85.3% | $96,538-83.9% | $139,487-88.8% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 30.56% | 38.48%-7.9pp | 35.74%-5.2pp | 373.84%-343.3pp |
| Employer contribution / active EE | $3,298 | $4,107-19.7% | $3,740-11.8% | $4,755-30.6% |
| Participant deferral / active EE | $7,551 | $5,457+38.4% | $4,880+54.7% | $6,713+12.5% |
| Admin fee / account holder | $244 | $7,888-96.9% | $6,737-96.4% | $11,407-97.9% |