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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,483 | $110,379-85.1% | $102,412-83.9% | $145,884-88.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 9.62% | 24.84%-15.2pp | 24.94%-15.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,734 | $4,216-58.9% | $3,870-55.2% | $4,662-62.8% |
| Participant deferral / active EE | $3,401 | $5,622-39.5% | $5,060-32.8% | $6,690-49.2% |
| Admin fee / account holder | $254 | $9,745-97.4% | $8,388-97.0% | $13,392-98.1% |