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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,102 | $111,535-72.1% | $105,223-70.4% | $137,256-77.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 12.35% | 237.85%-225.5pp | 180.65%-168.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,279 | $3,939-67.5% | $3,689-65.3% | $4,156-69.2% |
| Participant deferral / active EE | $10,431 | $5,500+89.7% | $5,072+105.7% | $6,407+62.8% |
| Admin fee / account holder | $153 | $9,721-98.4% | $8,859-98.3% | $12,270-98.8% |