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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,710 | $105,856-74.8% | $90,161-70.4% | $147,585-81.9% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 16.71% | 37.63%-20.9pp | 34.89%-18.2pp | 578.58%-561.9pp |
| Employer contribution / active EE | $1,992 | $4,126-51.7% | $3,318-40.0% | $4,876-59.1% |
| Participant deferral / active EE | $3,764 | $5,733-34.3% | $5,287-28.8% | $5,439-30.8% |
| Admin fee / account holder | $19 | $8,046-99.8% | $5,943-99.7% | $10,886-99.8% |