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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,135 | $90,486-85.5% | $78,676-83.3% | $273,972-95.2% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 20.17% | 75.62%-55.5pp | 62.19%-42.0pp | 41.46%-21.3pp |
| Employer contribution / active EE | $2,637 | $3,175-17.0% | $2,850-7.5% | $4,869-45.8% |
| Participant deferral / active EE | $3,821 | $3,901-2.1% | $3,517+8.6% | $5,287-27.7% |
| Admin fee / account holder | $56 | $5,263-98.9% | $4,510-98.8% | $10,133-99.4% |