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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,599 | $96,524-71.4% | $75,900-63.6% | $152,909-82.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.5%-7.5pp |
| Annual return | 19.45% | 33.93%-14.5pp | 30.73%-11.3pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,934 | $3,311-41.6% | $2,501-22.7% | $4,764-59.4% |
| Participant deferral / active EE | $3,628 | $4,554-20.3% | $3,604+0.7% | $5,851-38.0% |
| Admin fee / account holder | $174 | $8,082-97.8% | $5,421-96.8% | $11,601-98.5% |