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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,917 | $106,280-75.6% | $96,538-73.2% | $139,487-81.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.62% | 38.48%-19.9pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,375 | $4,107-66.5% | $3,740-63.2% | $4,755-71.1% |
| Participant deferral / active EE | $1,777 | $5,457-67.4% | $4,880-63.6% | $6,713-73.5% |
| Admin fee / account holder | $226 | $7,888-97.1% | $6,737-96.6% | $11,407-98.0% |