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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,274 | $96,956-85.3% | $69,779-79.5% | $273,972-94.8% |
| Participation rate | 76.9% | 77.1%-0.1pp | 71.8%+5.1pp | 83.0%-6.1pp |
| Annual return | 37.93% | 12.93%+25.0pp | 12.99%+24.9pp | 41.46%-3.5pp |
| Employer contribution / active EE | $1,697 | $3,316-48.8% | $2,338-27.4% | $4,869-65.1% |
| Participant deferral / active EE | $5,268 | $3,744+40.7% | $2,931+79.7% | $5,287-0.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |