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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,523 | $90,486-75.1% | $78,676-71.4% | $273,972-91.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 9.47% | 75.62%-66.2pp | 62.19%-52.7pp | 41.46%-32.0pp |
| Employer contribution / active EE | $869 | $3,175-72.6% | $2,850-69.5% | $4,869-82.2% |
| Participant deferral / active EE | $2,324 | $3,901-40.4% | $3,517-33.9% | $5,287-56.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |