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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,462 | $124,425-69.1% | $112,040-65.7% | $137,256-72.0% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 15.34% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,729 | $3,411-49.3% | $2,954-41.5% | $4,156-58.4% |
| Participant deferral / active EE | $6,585 | $5,718+15.2% | $5,098+29.2% | $6,407+2.8% |
| Admin fee / account holder | $227 | $15,207-98.5% | $12,098-98.1% | $12,270-98.2% |