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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,849 | $106,247-76.6% | $96,515-74.3% | $139,466-82.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 25.95% | 38.47%-12.5pp | 35.73%-9.8pp | 373.66%-347.7pp |
| Employer contribution / active EE | $1,261 | $4,106-69.3% | $3,740-66.3% | $4,754-73.5% |
| Participant deferral / active EE | $2,662 | $5,456-51.2% | $4,880-45.4% | $6,712-60.3% |
| Admin fee / account holder | $125 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |