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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,246 | $93,598-72.0% | $135,974-80.7% | $75,173-65.1% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 27.37% | 30.89%-3.5pp | 68.30%-40.9pp | 160.72%-133.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,747 | $6,405+52.2% | $7,760+25.6% | $4,126+136.2% |
| Admin fee / account holder | $270 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |