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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,757 | $111,814-69.8% | $103,378-67.3% | $145,978-76.9% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 13.77% | 24.80%-11.0pp | 24.91%-11.1pp | 550.52%-536.7pp |
| Employer contribution / active EE | $2,305 | $4,215-45.3% | $3,870-40.4% | $4,662-50.5% |
| Participant deferral / active EE | $4,143 | $5,618-26.3% | $5,058-18.1% | $6,690-38.1% |
| Admin fee / account holder | $142 | $9,764-98.5% | $8,401-98.3% | $13,400-98.9% |