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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,417 | $87,166-67.4% | $76,735-63.0% | $137,256-79.3% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.5%+1.9pp | 80.0%-8.5pp |
| Annual return | 21.24% | 26.50%-5.3pp | 29.77%-8.5pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,223 | $2,904-57.9% | $2,454-50.2% | $4,156-70.6% |
| Participant deferral / active EE | $6,425 | $4,726+35.9% | $4,088+57.2% | $6,407+0.3% |
| Admin fee / account holder | $66 | $8,403-99.2% | $7,189-99.1% | $12,270-99.5% |