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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,425 | $115,917-53.0% | $100,535-45.9% | $158,982-65.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 16.80% | 34.80%-18.0pp | 30.90%-14.1pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,620 | $4,105-60.5% | $3,419-52.6% | $4,763-66.0% |
| Participant deferral / active EE | $6,808 | $6,677+2.0% | $6,271+8.6% | $5,983+13.8% |
| Admin fee / account holder | $143 | $11,002-98.7% | $8,085-98.2% | $11,252-98.7% |