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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,873 | $90,745-74.8% | $130,231-82.4% | $75,173-69.6% |
| Participation rate | 74.3% | 71.1%+3.2pp | 76.3%-2.0pp | 67.2%+7.1pp |
| Annual return | 24.18% | 34.45%-10.3pp | 38.86%-14.7pp | 160.72%-136.5pp |
| Employer contribution / active EE | $1,770 | $3,314-46.6% | $4,126-57.1% | $2,671-33.7% |
| Participant deferral / active EE | $3,976 | $5,362-25.8% | $6,799-41.5% | $4,126-3.6% |
| Admin fee / account holder | $64 | $6,331-99.0% | $6,020-98.9% | $5,651-98.9% |