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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,876 | $92,798-88.3% | $96,707-88.8% | $137,256-92.1% |
| Participation rate | 77.8% | 81.6%-3.9pp | 80.4%-2.6pp | 80.0%-2.2pp |
| Annual return | 27.24% | 31.24%-4.0pp | 34.78%-7.5pp | 220.34%-193.1pp |
| Employer contribution / active EE | $1,602 | $4,147-61.4% | $4,191-61.8% | $4,156-61.4% |
| Participant deferral / active EE | $2,136 | $5,877-63.6% | $5,997-64.4% | $6,407-66.7% |
| Admin fee / account holder | $170 | $7,946-97.9% | $7,503-97.7% | $12,270-98.6% |