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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,906 | $127,296-78.9% | $109,907-75.5% | $167,536-83.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.2%-2.8pp | 82.1%-10.7pp |
| Annual return | 17.98% | 22.97%-5.0pp | 29.46%-11.5pp | 478.82%-460.8pp |
| Employer contribution / active EE | $2,054 | $3,325-38.2% | $2,844-27.8% | $4,839-57.5% |
| Participant deferral / active EE | $9,840 | $4,513+118.1% | $4,047+143.2% | $6,342+55.2% |
| Admin fee / account holder | $248 | $7,119-96.5% | $6,069-95.9% | $12,315-98.0% |