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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,761 | $162,967-78.1% | $135,792-73.7% | $138,895-74.3% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.6%-1.2pp | 79.9%-8.5pp |
| Annual return | 13.84% | 30.08%-16.2pp | 25.96%-12.1pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,287 | $4,211-69.4% | $3,496-63.2% | $4,194-69.3% |
| Participant deferral / active EE | $1,609 | $5,640-71.5% | $4,759-66.2% | $6,396-74.8% |
| Admin fee / account holder | $201 | $15,306-98.7% | $12,266-98.4% | $12,562-98.4% |