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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,026 | $141,001-85.8% | $112,228-82.2% | $139,487-85.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 24.66% | 32.75%-8.1pp | 30.23%-5.6pp | 373.84%-349.2pp |
| Employer contribution / active EE | $2,264 | $4,285-47.2% | $3,432-34.0% | $4,755-52.4% |
| Participant deferral / active EE | $5,148 | $5,877-12.4% | $4,800+7.2% | $6,713-23.3% |
| Admin fee / account holder | $128 | $9,959-98.7% | $7,752-98.3% | $11,407-98.9% |