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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,749 | $91,179-70.7% | $178,499-85.0% | $79,852-66.5% |
| Participation rate | 72.9% | 69.2%+3.7pp | 81.9%-9.0pp | 69.6%+3.2pp |
| Annual return | 19.97% | 24.19%-4.2pp | 151.10%-131.1pp | 31.72%-11.7pp |
| Employer contribution / active EE | $1,351 | $3,256-58.5% | $5,011-73.1% | $2,471-45.3% |
| Participant deferral / active EE | $3,406 | $3,236+5.2% | $5,202-34.5% | $3,740-8.9% |
| Admin fee / account holder | $71 | $6,749-98.9% | $13,986-99.5% | $5,306-98.7% |