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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,640 | $124,425-64.1% | $112,040-60.2% | $137,256-67.5% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 21.66% | 24.72%-3.1pp | 24.52%-2.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,672 | $3,411-51.0% | $2,954-43.4% | $4,156-59.8% |
| Participant deferral / active EE | $9,116 | $5,718+59.4% | $5,098+78.8% | $6,407+42.3% |
| Admin fee / account holder | $60 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |