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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,850 | $100,970-79.3% | $96,576-78.4% | $137,256-84.8% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 25.81% | 38.16%-12.4pp | 38.47%-12.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $1,832 | $3,809-51.9% | $3,553-48.4% | $4,156-55.9% |
| Participant deferral / active EE | $2,763 | $8,286-66.7% | $7,956-65.3% | $6,407-56.9% |
| Admin fee / account holder | $37 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |