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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,467 | $124,980-75.6% | $108,359-71.9% | $154,746-80.3% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 15.89% | 45.00%-29.1pp | 36.89%-21.0pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,861 | $2,851-34.7% | $2,399-22.4% | $4,379-57.5% |
| Participant deferral / active EE | $2,277 | $4,743-52.0% | $4,137-44.9% | $6,730-66.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |