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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,881 | $184,014-84.3% | $161,149-82.1% | $138,895-79.2% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 19.87% | 21.52%-1.7pp | 21.16%-1.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,061 | $5,055-59.2% | $4,360-52.7% | $4,194-50.9% |
| Participant deferral / active EE | $5,028 | $6,909-27.2% | $6,153-18.3% | $6,396-21.4% |
| Admin fee / account holder | $74 | $18,027-99.6% | $15,194-99.5% | $12,562-99.4% |