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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,045 | $124,425-83.1% | $112,040-81.2% | $137,256-84.7% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 28.46% | 24.72%+3.7pp | 24.52%+3.9pp | 220.34%-191.9pp |
| Employer contribution / active EE | $1,989 | $3,411-41.7% | $2,954-32.7% | $4,156-52.1% |
| Participant deferral / active EE | $4,930 | $5,718-13.8% | $5,098-3.3% | $6,407-23.1% |
| Admin fee / account holder | $208 | $15,207-98.6% | $12,098-98.3% | $12,270-98.3% |