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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,422 | $95,959-72.5% | $97,411-72.9% | $138,895-81.0% |
| Participation rate | 75.0% | 81.8%-6.8pp | 80.4%-5.4pp | 79.9%-4.9pp |
| Annual return | 23.31% | 29.30%-6.0pp | 34.72%-11.4pp | 145.39%-122.1pp |
| Employer contribution / active EE | $5,793 | $4,278+35.4% | $4,210+37.6% | $4,194+38.1% |
| Participant deferral / active EE | $11,928 | $5,876+103.0% | $5,886+102.7% | $6,396+86.5% |
| Admin fee / account holder | $75 | $7,555-99.0% | $7,145-98.9% | $12,562-99.4% |