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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,803 | $70,486-66.2% | $100,535-76.3% | $79,856-70.2% |
| Participation rate | 76.0% | 73.6%+2.4pp | 79.4%-3.4pp | 69.6%+6.4pp |
| Annual return | 20.51% | 21.90%-1.4pp | 30.90%-10.4pp | 31.71%-11.2pp |
| Employer contribution / active EE | $1,553 | $2,165-28.2% | $3,419-54.6% | $2,471-37.1% |
| Participant deferral / active EE | $2,504 | $5,182-51.7% | $6,271-60.1% | $3,741-33.1% |
| Admin fee / account holder | $0 | $4,480-100.0% | $8,085-100.0% | $5,306-100.0% |