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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,356 | $96,508-84.1% | $75,901-79.8% | $152,897-90.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.5%-2.5pp |
| Annual return | 34.38% | 33.99%+0.4pp | 30.76%+3.6pp | 345.43%-311.1pp |
| Employer contribution / active EE | $2,087 | $3,310-37.0% | $2,501-16.6% | $4,764-56.2% |
| Participant deferral / active EE | $5,266 | $4,554+15.6% | $3,603+46.1% | $5,851-10.0% |
| Admin fee / account holder | $115 | $8,081-98.6% | $5,420-97.9% | $11,599-99.0% |