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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,588 | $100,970-81.6% | $96,576-80.8% | $137,256-86.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 21.66% | 38.16%-16.5pp | 38.47%-16.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $2,201 | $3,809-42.2% | $3,553-38.1% | $4,156-47.0% |
| Participant deferral / active EE | $2,945 | $8,286-64.5% | $7,956-63.0% | $6,407-54.0% |
| Admin fee / account holder | $54 | $11,312-99.5% | $11,381-99.5% | $12,270-99.6% |