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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,694 | $99,345-82.2% | $84,753-79.1% | $273,972-93.5% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 20.64% | 22.93%-2.3pp | 22.78%-2.1pp | 41.46%-20.8pp |
| Employer contribution / active EE | $7,036 | $4,214+67.0% | $3,574+96.8% | $4,869+44.5% |
| Participant deferral / active EE | $1,322 | $4,270-69.0% | $3,712-64.4% | $5,287-75.0% |
| Admin fee / account holder | $98 | $6,645-98.5% | $5,333-98.2% | $10,133-99.0% |