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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,758 | $110,240-68.5% | $96,544-64.0% | $139,487-75.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 22.32% | 26.41%-4.1pp | 25.88%-3.6pp | 373.84%-351.5pp |
| Employer contribution / active EE | $2,087 | $3,622-42.4% | $2,966-29.7% | $4,755-56.1% |
| Participant deferral / active EE | $3,630 | $5,549-34.6% | $4,851-25.2% | $6,713-45.9% |
| Admin fee / account holder | $233 | $11,602-98.0% | $8,254-97.2% | $11,407-98.0% |