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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,777 | $76,551-71.6% | $123,894-82.4% | $62,881-65.4% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,702 | $2,882-41.0% | $4,617-63.1% | $2,281-25.4% |
| Participant deferral / active EE | $3,427 | $4,840-29.2% | $5,984-42.7% | $3,203+7.0% |
| Admin fee / account holder | $195 | $4,826-96.0% | $8,357-97.7% | $4,296-95.5% |