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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,449 | $100,970-78.8% | $96,576-77.8% | $137,256-84.4% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 23.17% | 38.16%-15.0pp | 38.47%-15.3pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,720 | $3,809-28.6% | $3,553-23.4% | $4,156-34.6% |
| Participant deferral / active EE | $5,230 | $8,286-36.9% | $7,956-34.3% | $6,407-18.4% |
| Admin fee / account holder | $61 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |