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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,004 | $83,485-62.9% | $125,192-75.2% | $72,975-57.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.5%+1.9pp |
| Annual return | 25.58% | 25.77%-0.2pp | 43.79%-18.2pp | 81.01%-55.4pp |
| Employer contribution / active EE | $2,602 | $2,346+10.9% | $3,866-32.7% | $2,440+6.7% |
| Participant deferral / active EE | $2,629 | $3,586-26.7% | $4,937-46.7% | $3,608-27.1% |
| Admin fee / account holder | $26 | $5,518-99.5% | $9,704-99.7% | $5,124-99.5% |