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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,268 | $97,751-82.3% | $103,447-83.3% | $145,877-88.2% |
| Participation rate | 73.7% | 81.1%-7.4pp | 80.5%-6.8pp | 80.3%-6.6pp |
| Annual return | 20.72% | 25.43%-4.7pp | 23.92%-3.2pp | 551.28%-530.6pp |
| Employer contribution / active EE | $2,332 | $4,684-50.2% | $4,678-50.2% | $4,663-50.0% |
| Participant deferral / active EE | $7,217 | $6,603+9.3% | $6,624+9.0% | $6,691+7.9% |
| Admin fee / account holder | $280 | $12,515-97.8% | $9,415-97.0% | $13,402-97.9% |