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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,245 | $115,903-84.3% | $100,528-81.9% | $158,966-88.5% |
| Participation rate | 73.7% | 81.6%-7.9pp | 79.4%-5.7pp | 82.0%-8.3pp |
| Annual return | 30.16% | 34.80%-4.6pp | 30.90%-0.7pp | 302.95%-272.8pp |
| Employer contribution / active EE | $2,609 | $4,105-36.4% | $3,419-23.7% | $4,762-45.2% |
| Participant deferral / active EE | $6,712 | $6,677+0.5% | $6,271+7.0% | $5,983+12.2% |
| Admin fee / account holder | $253 | $11,000-97.7% | $8,084-96.9% | $11,250-97.7% |