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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,728 | $107,809-78.9% | $97,032-76.6% | $155,188-85.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 21.48% | 38.06%-16.6pp | 35.38%-13.9pp | 148.84%-127.4pp |
| Employer contribution / active EE | $1,509 | $2,911-48.2% | $2,629-42.6% | $4,248-64.5% |
| Participant deferral / active EE | $5,646 | $5,129+10.1% | $4,672+20.8% | $6,531-13.5% |
| Admin fee / account holder | $60 | $10,717-99.4% | $9,418-99.4% | $14,480-99.6% |