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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,938 | $98,776-70.7% | $149,745-80.7% | $79,856-63.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 28.77% | 27.38%+1.4pp | 276.72%-247.9pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,994 | $3,217-38.0% | $4,646-57.1% | $2,471-19.3% |
| Participant deferral / active EE | $5,567 | $5,681-2.0% | $6,843-18.6% | $3,741+48.8% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,312-99.9% | $5,306-99.9% |