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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,406 | $105,856-80.7% | $90,161-77.4% | $147,586-86.2% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 18.88% | 37.63%-18.8pp | 34.89%-16.0pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,410 | $4,126-41.6% | $3,318-27.4% | $4,876-50.6% |
| Participant deferral / active EE | $3,671 | $5,733-36.0% | $5,287-30.6% | $5,439-32.5% |
| Admin fee / account holder | $217 | $8,046-97.3% | $5,943-96.4% | $10,886-98.0% |