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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,970 | $106,588-88.8% | $94,215-87.3% | $155,188-92.3% |
| Participation rate | 71.4% | 74.3%-2.9pp | 70.0%+1.5pp | 80.8%-9.4pp |
| Annual return | 41.08% | 29.39%+11.7pp | 28.22%+12.9pp | 148.84%-107.8pp |
| Employer contribution / active EE | $1,352 | $3,080-56.1% | $2,675-49.4% | $4,248-68.2% |
| Participant deferral / active EE | $4,354 | $4,802-9.3% | $4,276+1.8% | $6,531-33.3% |
| Admin fee / account holder | $72 | $12,281-99.4% | $10,216-99.3% | $14,480-99.5% |