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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,407 | $111,814-73.7% | $103,378-71.6% | $145,978-79.9% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 21.56% | 24.80%-3.2pp | 24.91%-3.4pp | 550.52%-529.0pp |
| Employer contribution / active EE | $2,219 | $4,215-47.3% | $3,870-42.7% | $4,662-52.4% |
| Participant deferral / active EE | $3,086 | $5,618-45.1% | $5,058-39.0% | $6,690-53.9% |
| Admin fee / account holder | $300 | $9,764-96.9% | $8,401-96.4% | $13,400-97.8% |