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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,210 | $77,707-54.7% | $70,160-49.8% | $139,487-74.8% |
| Participation rate | 75.0% | 83.1%-8.1pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.79% | 19.30%-5.5pp | 19.08%-5.3pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,099 | $4,986-57.9% | $4,285-51.0% | $4,755-55.9% |
| Participant deferral / active EE | $3,176 | $6,443-50.7% | $5,394-41.1% | $6,713-52.7% |
| Admin fee / account holder | $176 | $5,397-96.7% | $4,582-96.1% | $11,407-98.5% |