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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,623 | $114,013-77.5% | $103,693-75.3% | $155,188-83.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 18.61% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,638 | $3,131-47.7% | $2,920-43.9% | $4,248-61.4% |
| Participant deferral / active EE | $1,783 | $4,970-64.1% | $4,579-61.1% | $6,531-72.7% |
| Admin fee / account holder | $20 | $8,407-99.8% | $7,858-99.7% | $14,480-99.9% |