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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,216 | $99,345-76.6% | $84,753-72.6% | $273,972-91.5% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 28.94% | 22.93%+6.0pp | 22.78%+6.2pp | 41.46%-12.5pp |
| Employer contribution / active EE | $2,401 | $4,214-43.0% | $3,574-32.8% | $4,869-50.7% |
| Participant deferral / active EE | $5,148 | $4,270+20.6% | $3,712+38.7% | $5,287-2.6% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |