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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,730 | $117,846-62.9% | $102,434-57.3% | $145,884-70.0% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 9.72% | 31.90%-22.2pp | 29.46%-19.7pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,260 | $3,615-65.2% | $3,023-58.3% | $4,662-73.0% |
| Participant deferral / active EE | $9,879 | $5,733+72.3% | $5,055+95.4% | $6,690+47.7% |
| Admin fee / account holder | $145 | $13,356-98.9% | $9,462-98.5% | $13,392-98.9% |