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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,467 | $115,225-73.6% | $100,712-69.7% | $138,895-78.1% |
| Participation rate | 71.4% | 74.3%-2.9pp | 69.3%+2.2pp | 79.9%-8.5pp |
| Annual return | 15.89% | 40.35%-24.5pp | 33.27%-17.4pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,861 | $2,771-32.8% | $2,313-19.5% | $4,194-55.6% |
| Participant deferral / active EE | $2,277 | $4,699-51.5% | $4,085-44.3% | $6,396-64.4% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |