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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,344 | $105,856-76.1% | $90,161-71.9% | $147,586-82.8% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 26.19% | 37.63%-11.4pp | 34.89%-8.7pp | 578.59%-552.4pp |
| Employer contribution / active EE | $3,574 | $4,126-13.4% | $3,318+7.7% | $4,876-26.7% |
| Participant deferral / active EE | $4,596 | $5,733-19.8% | $5,287-13.1% | $5,439-15.5% |
| Admin fee / account holder | $92 | $8,046-98.9% | $5,943-98.5% | $10,886-99.2% |