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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,487 | $117,829-75.0% | $102,423-71.2% | $145,877-79.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.42% | 31.83%-16.4pp | 29.42%-14.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,525 | $3,615-30.1% | $3,023-16.5% | $4,663-45.9% |
| Participant deferral / active EE | $5,913 | $5,732+3.1% | $5,054+17.0% | $6,691-11.6% |
| Admin fee / account holder | $293 | $13,335-97.8% | $9,455-96.9% | $13,402-97.8% |