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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,400 | $115,903-84.1% | $100,528-81.7% | $158,966-88.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 30.05% | 34.80%-4.8pp | 30.90%-0.8pp | 302.95%-272.9pp |
| Employer contribution / active EE | $2,271 | $4,105-44.7% | $3,419-33.6% | $4,762-52.3% |
| Participant deferral / active EE | $3,777 | $6,677-43.4% | $6,271-39.8% | $5,983-36.9% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |