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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,931 | $111,814-90.2% | $103,378-89.4% | $145,978-92.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 20.21% | 24.80%-4.6pp | 24.91%-4.7pp | 550.52%-530.3pp |
| Employer contribution / active EE | $1,363 | $4,215-67.7% | $3,870-64.8% | $4,662-70.8% |
| Participant deferral / active EE | $2,858 | $5,618-49.1% | $5,058-43.5% | $6,690-57.3% |
| Admin fee / account holder | $212 | $9,764-97.8% | $8,401-97.5% | $13,400-98.4% |