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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,234 | $127,296-84.1% | $109,907-81.6% | $167,536-87.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 13.90% | 22.97%-9.1pp | 29.46%-15.6pp | 478.82%-464.9pp |
| Employer contribution / active EE | $318 | $3,325-90.4% | $2,844-88.8% | $4,839-93.4% |
| Participant deferral / active EE | $3,469 | $4,513-23.1% | $4,047-14.3% | $6,342-45.3% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |