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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,588 | $107,666-82.7% | $102,184-81.8% | $154,746-88.0% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 21.66% | 29.33%-7.7pp | 31.58%-9.9pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,201 | $3,846-42.8% | $3,594-38.8% | $4,379-49.7% |
| Participant deferral / active EE | $2,945 | $8,719-66.2% | $8,309-64.6% | $6,730-56.2% |
| Admin fee / account holder | $54 | $12,943-99.6% | $11,609-99.5% | $14,365-99.6% |