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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,105 | $112,729-89.3% | $98,716-87.7% | $137,256-91.2% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.3%+2.9pp | 80.0%-7.7pp |
| Annual return | 27.33% | 38.48%-11.2pp | 31.81%-4.5pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,811 | $2,725-33.5% | $2,279-20.5% | $4,156-56.4% |
| Participant deferral / active EE | $3,019 | $4,640-34.9% | $4,048-25.4% | $6,407-52.9% |
| Admin fee / account holder | $296 | $10,129-97.1% | $8,703-96.6% | $12,270-97.6% |