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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,933 | $110,240-72.8% | $96,544-69.0% | $139,487-78.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 13.32% | 26.41%-13.1pp | 25.88%-12.6pp | 373.84%-360.5pp |
| Employer contribution / active EE | $2,619 | $3,622-27.7% | $2,966-11.7% | $4,755-44.9% |
| Participant deferral / active EE | $5,348 | $5,549-3.6% | $4,851+10.2% | $6,713-20.3% |
| Admin fee / account holder | $20 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |