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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,761 | $185,141-80.7% | $153,416-76.7% | $155,188-77.0% |
| Participation rate | 71.4% | 79.9%-8.5pp | 74.3%-2.9pp | 80.8%-9.4pp |
| Annual return | 13.84% | 18.72%-4.9pp | 17.84%-4.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,287 | $4,489-71.3% | $3,764-65.8% | $4,248-69.7% |
| Participant deferral / active EE | $1,609 | $5,477-70.6% | $4,723-65.9% | $6,531-75.4% |
| Admin fee / account holder | $201 | $16,005-98.7% | $13,095-98.5% | $14,480-98.6% |