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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,831 | $110,410-59.4% | $102,437-56.2% | $145,897-69.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.30% | 24.85%-11.6pp | 24.95%-11.7pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,205 | $4,217-47.7% | $3,871-43.0% | $4,663-52.7% |
| Participant deferral / active EE | $7,291 | $5,622+29.7% | $5,060+44.1% | $6,689+9.0% |
| Admin fee / account holder | $186 | $9,745-98.1% | $8,388-97.8% | $13,390-98.6% |