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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,260 | $149,679-75.1% | $117,039-68.2% | $147,586-74.8% |
| Participation rate | 80.0% | 83.5%-3.5pp | 77.2%+2.8pp | 82.8%-2.8pp |
| Annual return | 16.28% | 19.31%-3.0pp | 18.95%-2.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $1,380 | $4,937-72.0% | $3,785-63.5% | $4,876-71.7% |
| Participant deferral / active EE | $2,310 | $4,912-53.0% | $3,929-41.2% | $5,439-57.5% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |