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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,984 | $124,425-83.1% | $112,040-81.3% | $137,256-84.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 20.39% | 24.72%-4.3pp | 24.52%-4.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,795 | $3,411-47.4% | $2,954-39.2% | $4,156-56.8% |
| Participant deferral / active EE | $2,279 | $5,718-60.1% | $5,098-55.3% | $6,407-64.4% |
| Admin fee / account holder | $237 | $15,207-98.4% | $12,098-98.0% | $12,270-98.1% |