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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,421 | $96,558-71.6% | $80,977-66.1% | $273,972-90.0% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 19.26% | 15.14%+4.1pp | 17.11%+2.2pp | 41.46%-22.2pp |
| Employer contribution / active EE | $3,764 | $4,869-22.7% | $3,715+1.3% | $4,869-22.7% |
| Participant deferral / active EE | $6,696 | $6,598+1.5% | $5,696+17.5% | $5,287+26.6% |
| Admin fee / account holder | $86 | $7,493-98.8% | $5,517-98.4% | $10,133-99.1% |