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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,416 | $135,956-82.8% | $123,894-81.1% | $273,972-91.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 13.73% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $4,150 | $5,170-19.7% | $4,617-10.1% | $4,869-14.8% |
| Participant deferral / active EE | $7,864 | $6,343+24.0% | $5,984+31.4% | $5,287+48.7% |
| Admin fee / account holder | $144 | $9,817-98.5% | $8,357-98.3% | $10,133-98.6% |