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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,038 | $106,280-88.7% | $96,538-87.5% | $139,487-91.4% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 27.24% | 38.48%-11.2pp | 35.74%-8.5pp | 373.84%-346.6pp |
| Employer contribution / active EE | $2,118 | $4,107-48.4% | $3,740-43.4% | $4,755-55.5% |
| Participant deferral / active EE | $3,314 | $5,457-39.3% | $4,880-32.1% | $6,713-50.6% |
| Admin fee / account holder | $17 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |