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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,517 | $110,410-76.0% | $102,437-74.1% | $145,897-81.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 21.75% | 24.85%-3.1pp | 24.95%-3.2pp | 552.29%-530.5pp |
| Employer contribution / active EE | $3,472 | $4,217-17.7% | $3,871-10.3% | $4,663-25.5% |
| Participant deferral / active EE | $3,472 | $5,622-38.2% | $5,060-31.4% | $6,689-48.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |