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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,651 | $103,393-70.4% | $87,103-64.8% | $152,909-80.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 22.59% | 28.10%-5.5pp | 28.19%-5.6pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,974 | $3,221-7.7% | $2,521+17.9% | $4,764-37.6% |
| Participant deferral / active EE | $9,250 | $4,778+93.6% | $4,049+128.5% | $5,851+58.1% |
| Admin fee / account holder | $199 | $12,195-98.4% | $7,491-97.3% | $11,601-98.3% |