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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $110,337-76.0% | $102,383-74.1% | $145,877-81.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.75% | 24.83%-3.1pp | 24.94%-3.2pp | 551.28%-529.5pp |
| Employer contribution / active EE | $3,472 | $4,216-17.6% | $3,870-10.3% | $4,663-25.5% |
| Participant deferral / active EE | $3,472 | $5,621-38.2% | $5,060-31.4% | $6,691-48.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |