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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,940 | $161,352-85.8% | $134,172-82.9% | $137,256-83.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 11.52% | 28.72%-17.2pp | 25.30%-13.8pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,358 | $4,099-42.5% | $3,420-31.0% | $4,156-43.3% |
| Participant deferral / active EE | $3,042 | $5,552-45.2% | $4,690-35.2% | $6,407-52.5% |
| Admin fee / account holder | $186 | $15,028-98.8% | $12,016-98.4% | $12,270-98.5% |