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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,499 | $149,679-77.6% | $117,039-71.4% | $147,586-77.3% |
| Participation rate | 71.4% | 83.5%-12.1pp | 77.2%-5.8pp | 82.8%-11.4pp |
| Annual return | 14.34% | 19.31%-5.0pp | 18.95%-4.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,378 | $4,937-72.1% | $3,785-63.6% | $4,876-71.7% |
| Participant deferral / active EE | $2,383 | $4,912-51.5% | $3,929-39.4% | $5,439-56.2% |
| Admin fee / account holder | $262 | $7,856-96.7% | $5,974-95.6% | $10,886-97.6% |